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 Advisers for 2022. This award recognizes the top defined contribution and defined benefit plan advisers across the U.S. in terms of assets or the number of plans under advisement, or a particular concentration of a specific retirement plan type.
This year was the first year the list limited entries to individual advisers and team members were asked to supply their entry statistics as a fraction of their team’s figures. Brea and Jeff both qualified for this award under the category: “Total Retirement Plans Under Advisement”. Congratulations to our advisors for making this years’ list!
See the complete list of Top Retirement Plan Advisers here.
About the Award
The 2022 PLANADVISER Top Retirement Plan Advisers rating recognizes the top defined contribution and defined benefit plan advisers across the U.S. in terms of assets or the number of plans under advisement, or a particular concentration of a specific retirement plan type as client (such as 403(b), 457, nonqualified, SEP, SIMPLE or cash balance plans). In 2022, 321 submissions were received to be considered for this recognition; 240 were considered eligible. Of those, 155 were named to the list. The PLANADVISER Top Retirement Plan Advisers rating, created and conducted by PLANADVISER, is not indicative of an investment adviser's future performance and no adviser pays, or is paid a fee, to take part in the program.
PLANADVISER, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decisionmakers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability to reach this influential audience. With all of the changes within the retirement industry, plan sponsors and advisers rely on PLANADVISER magazine to help them stay informed of crucial issues and important new innovative solutions. For more information: https://www.planadviser.com/about-planadviser/
ProCourse is an independent Registered Investment Advisor (RIA) that specializes in advising over 401(k), 403(b) and other institutional retirement plans. Since 1998, the team has worked together to improve the financial health of the clients and participants they support. Find out more at www.procourseadv.com or call (317) 708-4150
Past performance may not be indicative of future results. The information in this document should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from ProCourse. Any subsequent, direct communication by ProCourse with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides. Information pertaining to the registration status of ProCourse is available on the U.S. Securities & Exchange Commission’s website at www.adviserinfo.sec.gov.