Independent Fiduciary Advisors
ProCourse focuses on working specifically with employers to manage and improve their organizations’ retirement plans.
We specialize in advising over 401(k), 403(b), and other institutional retirement plans.
Our goal is to make retirement plans more effective and align with your organization’s overall objectives. Our mission is to help your employees achieve a financially successful retirement.
- We take on co-fiduciary responsibility with every client.
- We are fee-only fiduciary advisors.
- We do not accept individuals as new clients.
- We are not affiliated with any other organization and do not accept commissions, referral payments or any other type of compensation other than that of which we bill our clients.
ProCourse is recognized by SHRM to offer Professional Development Credits for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org