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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 […]

Auto Enrollment – Not for Everyone

June 30, 2016 | Category: Plan Design | Posted by Ashley Naab

  Automatic Enrollment Automatic Enrollment is the go-to solution for a society that tends to have a “do-it-for-me” attitude, but let’s be honest, from a business point of view, if there is a company match, this can be expensive and administratively difficult if you have significant turnover for a segment of your workforce. For these […]

An Introduction to Re-enrollment

January 10, 2016 | Category: Participant Outcomes, Plan Design | Posted by Ashley Naab

Re-enrollment can be one tactic that plan sponsors use to encourage increased participation,  more diversified investing and increased savings rates. However the term “re-enrollment” is broad and requires analysis of the plan’s objectives, plan sponsor’s fiduciary duties, plan document restrictions and recordkeeper capabilities. Below is the quick and dirty introduction to re-enrollment and how it […]

What Employers can learn from the Anthem 401(k) Lawsuit

January 8, 2016 | Category: Documentation, Fees & Expenses, Governance, Plan Design | Posted by Doug Prince

The 401(k) lawsuits against large companies comes to Indiana. According to Groom Law Group, since 2007, there have been nearly 40 lawsuits about fees and expenses paid by employees in 401(k) plans.  Law firm Schlichter, Bogard & Denton, LLP has been the lead plaintiffs’ counsel for many of these suits.  On December 29, 2015, Anthem […]

Index Funds in Retirement Plans

December 1, 2015 | Category: Fees & Expenses | Posted by Doug Prince

I just read an article that suggested that a large number of retirement plans have replaced their actively managed funds with index funds for the following reasons: Better Fiduciary Compliance Less Litigation Risk No More Bad Performing Funds The End of Fund Changes Before I comment, let me give a little perspective, almost all (if […]