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What We Do

ProCourse helps employers make the most of their 401(k), 403(b) and other retirement plan programs, focusing on corporate goals and participant outcomes. Through our defined process, we help clients design and manage a retirement benefit that supports employees in building their retirement paychecks.

Our detailed process consists of quarterly, annual and biennial items that we research, analyze, and present at committee meetings. These items assist the committee in achieving their objectives and complying with various fiduciary requirements. For more information on these agenda items, please contact us.

Our unique process is consistently monitored, evaluated and improved to allow our clients to receive quality guidance for all aspects of their plans. As a result, we have acquired a CEFEX certification, demonstrating adherence to the industry’s best fiduciary practices.