Horan Capital Management

HistoryWhen you are looking for retirement, investment, and savings options, Oracle Financial Group is always here to make a difference for you.SpecialtiesTax preparation,Accounting,Annuity plans for families and businesses,Retirement planning

Prime Benefits is a Phoenix, MD-based company specializing in customized and cost-efficient retirement plans, catering primarily to small and mid-sized businesses in the greater Baltimore Washington area for over 20 years. By unbundling investing from recordkeeping and administration, they offer tailored solutions that enhance compliance and mitigate potential problems. The firm's expertise as Third-Party Administrators (TPAs) includes a robust understanding of IRS and DOL regulations, compliance testing, and fiduciary responsibilities, all backed by a combined 90 years of experience. Their commitment to innovation helps clients save on costs while achieving long-term objectives in an ever-evolving regulatory landscape. Generated from the website

Coastal Pension Services is a locally owned and operated firm in Columbia, MD, specializing in the design and administration of retirement plans for the mid-Atlantic business community since 1989. With a proven track record, they boast a 98% client retention rate and manage over $1 billion in assets for approximately 800 clients. The company employs a consultative staff with an average of 25 years of industry experience, working closely with financial advisors and plan sponsors to ensure compliance with regulations and best practices in retirement benefits. Coastal's comprehensive services include plan design, installation, administration, and termination, reflecting their commitment to high-standard retirement solutions. Generated from the website