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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 […]

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 […]

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 […]

DOL Audits Restore Millions

June 9, 2016 | Category: Fees & Expenses, Governance | Posted by Ashley Naab

Millions Restored Towards Plan Participant Balances The Department of Labor released how much money they were able to restore for ERISA plan participants. The DOL Employee Benefits Security Administration (EBSA) collected $696 million in the 2015 fiscal year to restore participant balances. With $8.7 trillion in plan assets (including retirement health and other welfare benefit […]

Income for Life from Target Date Funds

March 29, 2016 | Category: Governance, Plan Design | Posted by Doug Prince

It seems like everyone in the legislative and regulatory environment in Washington wants to see lifetime income solutions offered by retirement plan sponsors. Lifetime income solutions are currently available for plan participants but are not widely used due to fear of liability surrounding the lack of instruction and regulation.  Recently the IRS and the DOL […]

Gifts from Service Providers

February 17, 2016 | Category: Documentation, Governance | Posted by Deana Harmon

It May be Easier to “Just Say No”   Whether to accept certain gifts from service providers and what to track for reporting on the IRS Form 5500 can be complicated. With all of the other complexity you have as a retirement plan sponsor or fiduciary, it may be easier to “just say no”.  “Just […]