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ProCourse Named to 2017 Top 100 Retirement Plan Advisers

March 14, 2017 | Category: ProCourse News | Posted by Ashley Naab

ProCourse Fiduciary Advisors is pleased to announce it has been named as one of the 2017 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 in terms of a series of quantitative measures. These include […]

ProCourse Renews CEFEX Certification

February 15, 2017 | Category: ProCourse News | Posted by Ashley Naab

Investment Advisor Renews Certification for Fiduciary Excellence   CEFEX, the Centre for Fiduciary Excellence, LLC, has renewed the certification of ProCourse Fiduciary Advisors of Carmel, IN to the standard described in the handbook “Prudent Practices for Investment Advisors”. ProCourse Fiduciary Advisors (ProCourse) remains part of an elite group of investment advisory firms which are certified […]

Selecting a Retirement Plan Auditor

January 10, 2017 | Category: Governance | Posted by Doug Prince

Is Selecting an Auditor a Fiduciary Decision?   The Department of Labor has weighed in on this topic quite a bit as of late and is “encouraging” plan sponsors to put more thought behind who you select and why.  So in other words, the Department of Labor believes this to be a fiduciary decision.   […]

The New Flexible Retirement

December 14, 2016 | Category: Plan Design | Posted by Ashley Naab

Could a Flexible Retirement Program Work for Your Organization?   According to the World Population Aging Report, by 2050, the number of those age 60 and older is expected to increase to over 2 billion (up from 841 million in 2013).With an aging population, increased life expectancies and lower birth rates, employers are already anticipating […]

Document Retention: Loans and Hardships

December 9, 2016 | Category: Documentation | Posted by Ashley Naab

Hardship and Loan Distributions: What Documents Need to be Kept One area where Plan Sponsors have a lot of confusion is around documentation regarding hardship withdrawals and loans. Even if hardships and loans are processed through one of the plan’s vendors, the Plan Sponsor has a responsibility to obtain and retain the documentation (either electronically […]

How to Keep Your Committee Engaged

November 10, 2016 | Category: Governance | Posted by Brea Dantin

Do you look forward to your retirement plan committee meetings or do you feel a sense of dread? If dread is what you are feeling I would suggest tossing the old format out the window and start with something new. Last year I was meeting with a client and wanted to make some large plan […]

Is It Time to Terminate Your Defined Benefit Plan?

October 14, 2016 | Category: Fees & Expenses | Posted by Doug Prince

Defined Benefit Plan Termination Are you considering freezing or terminating your Defined Benefit (DB) retirement plan? Many retirement plan sponsors have already, or plan to in the near future. From 1980 through 2008, the proportion of private wage and salary workers participating in DB pension plans fell from 38 percent to 20 percent. For most […]

ProCourse on 2016 Financial Times 401 Top Retirement Plan Adviser List

September 23, 2016 | Category: ProCourse News | Posted by Ashley Naab

  ProCourse Fiduciary Advisors is pleased to announce that Doug Prince 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 FT 401 list, produced independently by […]

10 Steps for Hiring a Managed Accounts Provider

September 8, 2016 | Category: Participant Outcomes, Plan Design | Posted by Deana Harmon

Does your company’s retirement plan offer managed accounts services to participants? Conceptually, managed accounts sound attractive –simply, an investment management service for retirement plan participants who need help. In its most basic form, this service designs a series of portfolios with varying risk and return characteristics using some or all the investment options offered in […]

Fee Litigation Comes to 403(b) Plans

August 15, 2016 | Category: Fees & Expenses | Posted by Doug Prince

Excessive Fee Litigation hits Higher Education 403(b) Plans Get ready 403(b) retirement plan sponsors, the fee and expense litigation that has gone through your for-profit brethren is now coming to the not-for-profit world. Massachusetts Institute of Technology, Yale, and New York University (NYU) all have a lawsuit filed against them on Tuesday, August 9, 2016 […]