January 23 2017
Valerie Bogdan-Powers and Keith A. Cheesman Named to New Leadership Roles
Today HORAN announced the creation of two new senior level positions to support rapid growth and expansion. Valerie Bogdan-Powers was promoted to Chief Business Development & Client Relations Officer for HORAN’s Health Benefits Department and Keith Cheesman was appointed to Chief Operating Officer for HORAN Securities. Both...
December 8 2016
HORAN Securities, Inc. is celebrating its 20 year anniversary on December 8, 2016. We are proud of our long history and accomplishments over the years. Thank you to our clients who continue to trust us for ongoing guidance and insights. We appreciate your contribution to our growth and success. We promise to always focus on your best interests and look forward to many more years of serving you.
December 7 2016
34 Area Employers Recognized for Promoting Healthy Workplaces
CINCINNATI – HORAN, a leading advisor in employee benefits and financial services, was named one of recipients of the gold level designation from LiveWell NKY Worksite Award. This certification is designed to acknowledge Northern Kentucky worksites that place a high value on employee health and overall well-being, while taking steps to...
November 16 2016
Nick Reilly, Portfolio Manager and Principal at HORAN Capital Advisors, shares his opinions and insights on health care, the economy and inflation while being featured on WLW with Rocky Boiman.
Click here to listen to Nick and Rocky’s discussion.
October 12 2016
October 12, 2016
Contact: Cheryl Campbell
CINCINNATI – At HORAN, we don't just stand behind our work. We stand behind the people who make it possible.
A positive work environment is essential to a healthy business and has been a central component of our success. We're proud to announce that HORAN, a leading advisor in employee benefits and fina...
September 15 2016
September 15, 2016 – HORAN is pleased to announce that Karl Diebold has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
This is the second annual Financial Times 401 list, produced independently by the Financial Times in collaboration with Ig...
July 26 2016
HORAN compiled a list of the upcoming Retirement, Health and Medicare Plans’ compliance deadlines. All of these materials have a filing deadline of July 31.
Retirement and Health Plan Compliance:
- Deadline for filing Form 5500 (without an extension) or deadline for filing Form 5558 to request an automatic extension of time to file Form 5500 (2 ½ months).
- Deadline for filin...
July 21 2016
Scott Silver, HORAN Health Management Director, conducts “Integrating On-Site Health Clinics with Wellness Programs to Achieve Trend Bend Status that Positively Impacts Employees Health” workshop at the 15th Annual Congress on On-Site Employee Health Clinics in Chicago.
This workshop highlights the key components necessary to create a wellness program and leverage on-site clinics to improve pop...
July 19 2016
Karen Mueller, Executive Vice President at HORAN, presented at the Executive Benefits Adviser “Workplace Benefits MANIA” conference in Las Vegas. The session, “Closing the Health Literacy and Engagement Gap through Innovative Gamification Strategies”, was presented by Karen and Thomas Chamberlain, Founder and CEO of EdLogics.
They shared how low health literacy is one of the most widespread barri...
July 15 2016
The Cincinnati Business Courier released its list of the Top Money Management firms in Cincinnati. HORAN was recognized as a top 20 firm.
The ranking was created by locally managed assets.
The complete list is available here.