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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 […]

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 […]

Benefits of a 457(b) Retirement Plan

March 30, 2017 | Category: Plan Design | Posted by Deana Harmon

Is a 457 Plan Right for Your Organization?    Perks A 457(b) Plan allows employees to save as much as double the maximum they can save in their 401(k) or 403(b) Plans each year. That’s right, the employee can save up to $18,000 (2017 maximum) in 401(k) or 403(b) plans plus another $18,000 (2017 maximum) […]

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.   […]