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Enthusiasm and Trust High for 401(k) Plans

May 24, 2018 | Category: Uncategorized | Posted by Ashley Naab

When it comes to saving for retirement, Americans love their 401(k) and other defined contribution (DC) plans. They demonstrate it with money and participation: As of late 2016, about 54 million Americans were active participants in DC plans, which collectively held more than $5 trillion in assets. They are also willing to talk about it […]

ProCourse Named Top 100 Plan Advisers

February 23, 2018 | Category: ProCourse News | Posted by Ashley Naab

ProCourse Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers ProCourse Fiduciary Advisors is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers.   The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry […]

Financial Wellness Reaching Majority Status

January 24, 2018 | Category: Participant Outcomes | Posted by Ashley Naab

Your company is likely among the majority that not only want to help employees with their non-retirement financial matters but also are offering tools to make it happen. That statement can be made with some degree of confidence, because according to the Aon Hewitt 2017 Hot Topics in Retirement and Financial Wellbeing report, 59% of […]

Dantin & Harmon Named Top Woman Advisor

January 8, 2018 | Category: ProCourse News | Posted by Ashley Naab

ProCourse is pleased to announce that two of our lead advisors and principals Brea Dantin and Deana Harmon were named to the National Association of Plan Advisors (NAPA) Top Women Advisors List for 2017.   The NAPA Top Women Advisors list was created in 2015 to acknowledge the contributions of a growing number of women who […]

ProCourse Named One of the Top DC Advisor Firms

December 7, 2017 | Category: ProCourse News | Posted by Ashley Naab

  The National Association of Plan Advisors has published its first-ever list of top defined contribution (DC) Advisor Firms. ProCourse is honored to be listed.   The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.   “Since their inception, NAPA’s various industry […]

The 2017 Retirement Exchange

September 5, 2017 | Category: ProCourse News | Posted by Ashley Naab

Join us on October 31st for our annual event We are thrilled to announce that our annual Retirement Exchange conference is only a few weeks away. Watch this short video for more information on the event. Brad Campbell of Drinker Biddle will be returning this year as our keynote speaker. Listen in as he provides […]

Committee Member Networking

August 31, 2017 | Category: Participant Outcomes | Posted by Brea Dantin

  Take the leap! Have you ever felt alone, like you and or your company are the only ones struggling with your type of fiduciary questions or concerns? While from time to time that may be true, more often than not other people have been in your position or are currently struggling with the same […]

Advisor Earns Certification in Behavioral Finance

July 10, 2017 | Category: ProCourse News | Posted by Ashley Naab

  Deana Harmon, CIMA®, AIF® recently enhanced her industry knowledge online by completing the Investment Management Consultants Association® (IMCA®) Applied Behavioral Finance Certificate Program. Designed to address common behavioral challenges that trip up investors and advisors alike, IMCA’s program features notable experts from leading business schools and presents in-depth, thoughtful, and interesting research from the […]

How Well Do You Know Your Advisor?

June 15, 2017 | Category: ProCourse News | Posted by Brea Dantin

    Have you heard of a little trend called podcasts? I have to admit, I had heard of it but never spent much time listening to them or searching for “the one” that would hold my attention. I have also read articles that say don’t start a podcast. This was confusing to me as […]

The Fiduciary Rule Update

May 25, 2017 | Category: Compliance | Posted by Doug Prince

Ready, Set, Stop, Go – Maybe After many years of discussion and debate, the Department of Labor (DOL) finalized the fiduciary rule which sets forth a standard for all advisors to act in the client’s best interest when advising on retirement accounts (both employer-sponsored retirement plans and Individual Retirement Accounts – IRA).  Under the current […]