DOL Audit Restores Millions
Millions Restored Towards Plan Participant Balances The Department of Labor released how much money they were able to restore for ERISA...
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Auto Enrollment - Not for Everyone
Automatic Enrollment Automatic Enrollment is the go-to solution for a society that tends to have a “do-it-for-me” attitude, but let’s be...
Are Your Executives Saving Enough for Retirement?
If you are a CEO, CFO or Human Resources Executive, your leadership role includes looking out for the long-term interests of the company....
The Advantages of Adopting a Fee Policy Statement
Like an investment policy statement (IPS), a fee policy statement is designed to lay out guidelines for the plan sponsor to manage and...
Index Funds in Retirement Plans
I just read an article that suggested that a large number of retirement plans have replaced their actively managed funds with index funds...
What Employers Can Learn from the Anthem 401(k) Lawsuit
The 401(k) lawsuits against large companies comes to Indiana. According to Groom Law Group, since 2007, there have been nearly 40...
An Introduction to Re-enrollment
Re-enrollment can be one tactic that plan sponsors use to encourage increased participation, more diversified investing and increased...
Automatic 401(k)/403(b) Programs Get a Break
One of the biggest downsides to implementing automatic enrollment or auto increase (“Auto Programs”) has been improved. Auto Programs...
Motivating Your Participants: Leverage Their Peers, Not Fees
Plan Sponsors are always looking for ways to encourage particular behavior in order to improve participation and savings rates in their...
Setting Participant Goals: When 6% is too much
Many plan sponsors find that while the rule of thumb for retirement savings is to save between 10%-15% of salary, this number seems...
7 Ways to Plug Retirement Plan Leakage
A leaking retirement account is a problem for the employee and will become a problem for the plan sponsor when the employees with leaking...
Reducing Your 401(k) Fund Expenses
According to The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2013 study conducted by the Investment Company...
403(b) Plans and Universal Eligibility
A few changes have been made to the 2014 IRS Form 5500 that may require 403(b) retirement plan sponsors to take action early and complete...
Monitoring Mutual Fund Share Classes
Almost all mutual funds have multiple share classes, each with their own ticker, fee structure and minimums. The Employee Retirement...
Harmon Earns Certification in Behavioral Finance
Deana Harmon, CIMA®, AIF® recently enhanced her industry knowledge online by completing the Investment Management Consultants...
3 Simple Tips to Organize Your Plan Documents
Have you ever distributed old retirement plan documents to your employees? It can happen to anyone – especially if you don’t have the...
Committee Member Networking
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...
Financial Wellness Reaching Majority Status
Your company is likely among the majority that not only want to help employees with their non-retirement financial matters but also are...
ProCourse Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers
ProCourse Fiduciary Advisors is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers....
Enthusiasm and Trust High for 401(k) Plans
When it comes to saving for retirement, Americans love their 401(k) and other defined contribution (DC) plans. They demonstrate it with...
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