2024 Retirement Plan Contribution Limits
IRS Announces 2024 Retirement Plan Contribution Limits We're excited to share important news with you regarding the IRS's recent...
top of page
Search
BREA SHINES BRIGHT AS A TOP WOMEN ADVISOR
NAPA 2023 RECOGNITION Join us in throwing a virtual confetti party for Brea, who has been recognized as one of NAPA's Top Women Advisors...
Unraveling Retirement Industry Insights: Trends and Updates
In the ever-evolving landscape of retirement planning, it's crucial to remain informed about the latest industry trends. To help you stay...
IRS Guidance on Roth Catch-Up Contributions
On August 25, 2023, the IRS issued new guidance announcing an administrative transition period for the new Roth catch-up requirement that...
Prince Named to Top Retirement Plan Advisors List of 2023
ProCourse is pleased to announce that Jeff Prince was named PLANADVISER’s Top Retirement Plan Advisers for 2023. This award recognizes...
Retirement Plan Auditor Fee Benchmarking
Data from 2021 IRS Form 5500 To help our clients determine reasonable fees for audits of their retirement plan audits, we have analyzed...
ProCourse Named to List of Nation’s Top DC Advisor Teams
ProCourse has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams...
Fleck Named Top Retirement Plan Advisor Under 40
ProCourse is pleased to announce that our advisor, Matt Fleck, has been named a 2023 Top Retirement Plan Advisor Under 40! We are so...
Advisors Named to Top Retirement Plan Advisors List of 2022
ProCourse is pleased to announce that two of our advisors, Brea Dantin and Jeff Prince, were named PLANADVISER’s Top Retirement Plan...
Dantin Named NAPA Top Women Advisor 2022
ProCourse is pleased to announce that Brea Dantin has been named as 2022 NAPA Top Women Advisors. Over 500 women were nominated for the...
ProCourse Named NAPA Top DC Teams 2021
ProCourse is pleased to announce that our team has been named one of The National Association of Plan Advisors top defined contribution...
Fleck Named to NAPA Young Guns 2022
ProCourse is pleased to announce that our advisor, Matt Fleck, has been named a 2022 Top Retirement Plan Advisor Under 40! The complete...
ProCourse Named PLANADVISOR Top 100 Retirement Plan Advisers
ProCourse is pleased to announce our team has been recognized as a 2020 Top 100 Retirement Plan Advisers. ProCourse qualified for this...
REINFORCING OUR FIDUCIARY PROCESSES
ProCourse’s CEFEX Certification has been renewed for yet another year! We wanted to share news of the important recognition of our...
Industry Update: DOL on ESG Barriers
DOL ANNOUNCES FINAL RULE TO REMOVE BARRIERS TO CONSIDERING ESG FACTORS IN PLAN INVESTMENTS SUMMARY The U.S. Department of Labor (DOL)...
IRS Announces 2023 Contribution Limits
Most retirement plan participants can now defer up to $22,500 to plans in 2023. On October 21, 2022, the IRS announced cost of living...
Celebrating the 4th Annual 4.01k Race
ProCourse has hosted yet another successful 4.01k Race for Financial Fitness! Through support from all of our sponsors, including Silver...
New Twist on Retirement Plan Litigation
We have seen excessive fee litigation in retirement plans for years, but now it appears plaintiffs are becoming a bit smarter. They are...
Benchmarking Retirement Plan Auditor Fees
To help our clients determine reasonable fees for audits of their retirement plan audits, we have analyzed Midwest retirement plan...
5 Ways to Minimize Benefit Plan Litigation
As a fiduciary, it is your responsibility to select advisors and investments, minimize expenses and follow plan documents. No one is...
bottom of page