ProCourse is pleased to announce that our advisor, Matt Fleck, has been named a 2023 Top Retirement Plan Advisor Under 40! We are so proud of you and this acknowledgment of the impact you are having on helping employers and their participants prepare for their long-term future. The complete list of the NAPA Top Young Advisors can be found here.
About the Award (NAPA Top Young Retirement Plan Advisors (a.k.a. “Aces”))
Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be retirement plan advisors with their own book of business and had to be less than 40 years of age.
Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. These individuals were drawn from a pool of more than 600 nominations.
The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org
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.