Hauser is a full‐service risk management, employee benefits and insurance solutions partner. We provide value‐added support, resources and expertise to clients and prospects with a specialized focus on the needs of private equity firms, their portfolio companies and target acquisitions. Our consultative approach consists of core competencies in insurance and employee benefits due diligence, transactional support, risk management and insurance brokerage. Hauser appreciates the importance of protecting your investments, while maximizing the value of insurance coverage at every level. We have significant experience working with all transaction structures including: - Control buyout - Recapitalizations - Minority investments - Growth equity - Mezzanine debt, and - Special situations such as corporate carve‐out assets and distressed/bankrupt entities In an effort to create value on behalf of a private equity firm and their portfolio companies, Hauser has assembled dedicated, highly experienced teams of insurance and employee benefits professionals that understand the unique complexities and specific demands that can arise during a merger or acquisition transaction. We serve as subject matter experts providing consulting resources throughout every stage of the investment, from due diligence through exit.
HAUSER的外部链接
5905 E. Galbraith Rd.
Suite 9000
US，OH，Cincinnati，45236
Proud of the work and the value that we create for our partners from LOI to Exit.
As PE exits start to pick up, there are a number of considerations to help facilitate a smooth transaction. HAUSER's Pre-Exit Insurance Analysis helps sponsor teams proactively manage risk, reduce insurance costs, and eliminate buyer negotiation leverage, driving higher ROI for your fund.
Concluding the month of February, here is your Retirement Times update! This edition covers key topics shaping retirement planning: ? Maximize Your Employer Match: A quarter of workers leave free money on the table by not contributing enough to get their full employer match. Behavioral tendencies like present bias, anchoring, and loss aversion play a role—learn strategies to overcome them. ? Crypto in 401(k)s – Risk vs. Reward: A GAO report highlights the volatility, oversight challenges, and fiduciary concerns of including cryptocurrency in retirement plans. Plan sponsors should approach with caution. ? PBGC Premium Deadline Changes: Starting in 2025, pension plan premium payments must be made one month earlier due to regulatory updates. Stay ahead of these deadlines to avoid compliance issues. ? New IRS Filing Update: Plan sponsors can now electronically file Form 5558 to request an extension for Form 5500, simplifying the process. ?? Stay informed and proactive in your retirement planning! Read the full Retirement Times for more insights. ?? Learn more about our 401(k) solutions: https://lnkd.in/eVjGxdT5
Happy New Year! ???As we wrap up the first month of 2025, here are some updates and key points from the latest edition of?Retirement Times?to help you stay informed and prepared: Fun Fact:?2025 is a square year (45x45), a rarity last seen in 1936 (44x44). Perfect trivia for your next gathering! Identity Theft Awareness Week (Jan 27–31):?Join free webinars hosted by the FTC to learn how to spot, avoid, and recover from identity theft. DOL Lost and Found Database:?A new tool is being developed to help workers locate lost or forgotten retirement benefits. Hurricane Relief for Retirement Plans:?The DOL and IRS introduced measures for sponsors and participants affected by recent hurricanes, including extended deadlines for claims and compliance. Portability Services Network Growth:?The PSN now covers over 15,000 retirement plans, facilitating automatic fund transfers between employers, reducing cash-outs, and protecting retirement assets. Stay ahead with these insights to make the most of your 2025! For more details on these topics, feel free to reach out or comment below. Let's make this year a prosperous one! ?? #RetirementPlanning #2025Updates #FinancialWellness
???Congratulations?to Nick Heflin, MLIS, MLIS!??? We’re proud to celebrate?Nick Heflin?on being recognized by the Cincinnati Insurance Board! His dedication, expertise, and leadership exemplify the excellence we strive for at Hauser. Nick’s achievements reflect our ongoing commitment to delivering outstanding service and insight to our clients and partners. Join us in congratulating him on this well-deserved honor! #HauserProud #EmployeeSpotlight #ExcellenceInAction
Congratulations to Nick Heflin, MLIS of HAUSER | Insurance Broker Services for receiving Greater Cincinnati Insurance Board’s 2024 Emerging Leader award. Read about Nick ??. Well deserved!! ????????
December cheer is in full swing at Hauser!????We had so much fun decorating the office and getting festive for the holiday season. From twinkling lights to holiday treats, the spirit of the season is all around. Wishing everyone a joyful and bright holiday season! #HolidayCheer #OfficeFestivities #HauserHolidays
As December rolls in, the latest?Retirement Times?brings essential insights on retirement planning: ???No "Magic Number"?– Retirement readiness isn’t about hitting one figure; it’s about a holistic approach that considers healthcare, inflation, and lifestyle. ??Avoid Generic Advice?– Personalized planning beats one-size-fits-all "rules of thumb" for retirement savings. ???Ongoing Adjustments?– Retirement needs evolve; plan reviews and updates are crucial as life circumstances change. ???Advisor Support Matters?– Employers can empower employees with access to advisors for personalized guidance and data-driven planning. Stay ahead of the curve with thoughtful, flexible, and informed retirement strategies. #RetirementPlanning #FinancialWellness #EmployeeBenefits
?? As Thanksgiving approaches, it's a perfect time to reflect on financial habits with gratitude. This article shares key tips for navigating the holiday season without financial stress: ? ??Create a Budget: Plan ahead to set boundaries and avoid overspending. ? ??? Practice Mindful Spending: Prioritize disciplined shopping and steer clear of impulse purchases. ? ?? Gratitude in Investing: Appreciate your current assets to foster a rational, long-term investment approach. ? ?? Leverage Seasonal Opportunities: Spot trends in holiday-driven sectors like retail and e-commerce for potential profitable investments. ? These strategies remind us that financial well-being is built on smart decisions and a focus on long-term goals. Let's make this season not just festive but financially wise! ? #FinancialWellness #ThanksgivingTips #MindfulSpending
Rising healthcare costs don’t have to mean rising stress for employers and employees. ?? Discover how innovative health plans are transforming benefits with smarter savings, better engagement, and a brighter future. McKinsey & Company’s recent article highlights how nontraditional plans can drive 10-30% savings, improve engagement, and reshape the benefits landscape. Why It Matters: ·?Savings & Engagement: Innovative plans deliver significant cost benefits and boost employee satisfaction. · Flexibility: Zero deductibles, dynamic copays, and digital strategies lead the shift. · Future Impact: By 2030, 12 million members could adopt these models. Stay ahead of the curve. For guidance, reach out: ·?Message us ·?Email:?[email protected] ·?Call: (513) 745-9200 #EmployerBenefits #HealthcareInnovation #CostSavings #HealthPlanDesign #FutureOfHealthcare Read the full article for deeper insights! https://lnkd.in/gPZzFztT
?? November is here and in full swing! ?? As we approach the close of the year, it's important to stay updated on retirement planning and compliance. This month’s Retirement Times brings valuable insights to help manage your retirement plans effectively. Here’s what you need to know: ?? New and Noteworthy: 2025 Plan Limits Announced: The IRS has released updated COLA-adjusted limits for retirement plans and IRAs. Ensure you’re informed for compliance planning. 401(k) Trends: While balances have hit record highs, hardship withdrawals have doubled since 2020. Support employees with education on sustainable savings strategies and alternatives to withdrawals. ?? Safeguarding Retirement Plans: The DOL’s expanded cybersecurity guidelines emphasize the need for robust protections against both internal and external threats. Review your access policies and collaborate with IT to strengthen your plan's security. ?? Compliance Corner: Stay on track with upcoming deadlines: - Third-quarter participant fee disclosure due by November 14. - Annual plan notices (Safe Harbor, auto-enrollment, QDIA) by December 2. - Summary Annual Report (SAR) deadline (if extension filed) on December 15. - RMD payments by December 31. Dive into the full article for comprehensive strategies and updates! #RetirementPlanning #FinancialWellness #Cybersecurity #Compliance #EmployeeBenefits
Happy Halloween from HAUSER!??? Our team got into the Halloween spirit with a fun costume contest, bringing creativity and camaraderie into the workplace. Wishing everyone a safe and festive day filled with treats and team spirit! #HappyHalloween #HauserTeam #CostumeContest #HalloweenAtWork