ProCourse is pleased to announce our team has been recognized as a 2020 Top 100 Retirement Plan Advisers. ProCourse qualified for this award under the category of: Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement and Small Teams With 115 Retirement Plans or More Under Advisement.
View the full list of winners here.
About the Award
Each year, PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice. The firms fall under the following headings: individual adviser—meaning one adviser and support staff; small team—a group of two or more advisers and support staff, the total not exceeding 10; large team—a group of 11 through 35 advisers and support staff; and mega teams—36 or more team members in all.
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.
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.