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Our Process

The ProCourse Process:

Profile – Plot – Provide – Plan – Protect – Produce

Profile

With each client,  we begin our relationship by understanding your organizational goals and objectives. We learn about your company culture and your employee demographics and work with you to develop a retirement plan program that is designed to support both your organization’s goals and the needs of your workforce.

Plot

We strongly believe in understanding industry trends and retirement plan benchmarks. Although following trends is not the right answer for all clients, understanding how your retirement plan compares to those within your industry, region, as well as those with a similar amount of assets and number participants tell us a story and helps us provide you with solutions that can improve outcomes for your committee, your company, and your employees.

Provide

We believe in going beyond simply assisting clients in fulfilling the responsibilities of a fiduciary. We provide every client with fee monitoring, investment selection and monitoring, documentation support and several other services that help plan sponsors not only fulfill their responsibilities as a fiduciary, but develop a prudent process that ultimately can help their workforce achieve a financially successful retirement.   By enabling you to make good decisions, you are continuously improving your plan and results.

Plan

We develop a plan, providing solutions for all facets of your retirement benefit package. From retirement plan design changes to lower investment and administrative fees and assistance with service provider conversions, we keep your business moving forward, by helping you through our organized process of managing your retirement plans. 

Protect

Regulations that affect your role as a fiduciary are ever changing.  We are continuously making sure that we stay ahead of upcoming issues affecting retirement plans and provide fiduciary leadership in order to assess and address the impact this may have on you as a plan sponsor and your retirement plans

Produce

We produce quarterly reports with rotating additional deliverables that touch on all important aspects of investment stewardship. We aim to make your organization’s retirement plan as efficient and effectiveness as possible.