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 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.
In its second year of this iteration, the 2023 Top Retirement Plan Advisers list contains 207 advisers who stand out for their service of all types of retirement plans. Jeff qualified by Total Retirement Plan Assets Under Advisement.
See the complete list of Top Retirement Plan Advisers here.
About the Award
The 2023 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2022. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: have 150 or more 401(k) plan clients; have 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients; are female; or are younger than 40 years of age. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.
About PLANADVISER
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.