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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...
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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)...
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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...
ProCourse
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...
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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...
ProCourse
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...
ProCourse
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...
ProCourse
IRS Announces 2022 Benefit Limits
Most retirement plan participants can defer up to $20,500 to plans in 2022. On November 4, 2021, the IRS announced cost of living...
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MJ Acquires ProCourse, Expanding Benefits Consulting Practice to Include Retirement Plan Advisory
MJ Insurance, a leading risk management and employee benefits agency for more than 50 years, today announced the acquisition of ProCourse...
ProCourse
Plan Audit Fee Benchmarking
To help our clients determine reasonable fees for audits of their retirement plan audits, we have analyzed Midwest retirement plan...
ProCourse
ProCourse Proudly Presents the 4.01k Race for Financial Fitness
ProCourse is gearing up for our 3rd Annual 4.01k Race for Financial Fitness supporting our friends over at Junior Achievement of Central...
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Tips to Fix 401(k) Refunds
March is a time that many 401(k) plans have refunds to their highly compensated employees. Below are some ways that we have helped reduce...
ProCourse
What to Expect: Fiduciary Liability Insurance Premiums
With recent litigation around 401(k) plan fees and expenses, we asked expert Ryan Daniele, Vice President, Risk Transfer at MJ Insurance...
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Leveraging Retirement Programs for Greater Impact
How to Utilize Stakeholder Management Principals in Your Benefits Programs ProCourse recently teamed up with Aspirational Business expert...
ProCourse
Does Your Committee Represent Your Workforce?
Our clients have shared that one of their top initiatives for 2021 is to improve workforce Diversity and Inclusion (D&I). We decided to...
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Student Loan Debt & Your Workforce
Student Loans are one of the hottest new benefits employers are offering.
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Un-Masking Your Money Concerns
Coming out of COVID-19 Financially Prepared As the global pandemic continues, we sit down with Ericka Young of Tailor-Made Budgets as she...
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Retirement Plan Outlook: 2020
Wondering what is on plan sponsor's agenda this year? Or what plan design features are trending? We have analyzed some recent studies...
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IRS & DOL CARES Act Guidance & Clarifications
On June 19, 2020, the IRS issued Notice 2020-50, which provides additional guidance on Coronavirus Related Distributions and Loans from...
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New Electronic Participant Disclosure Guidance
On May 21st, The Department of Labor announced new guidance on electronic participant disclosures on retirement plans. Here is a short...
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