ProCourse specializes in advising over 401(k), 403(b), and other corporate retirement plans. Our firm exists to make a difference: in our community, with our clients and ultimately their employees. At the end of the day, we want to improve the financial health of those we work with.
We do this by managing retirement plans and financial wellbeing programs: working with employers to make strategic decisions that can actually move the needle and improve financial outcomes.Operating as an independent RIA, we have an advisor affiliation with Pensionmark Financial Group, providing us with access to a breadth of technology, tools, and resources to help improve your retirement plan.
We do this by managing retirement plans and financial wellbeing programs: working with employers to make strategic decisions that can actually move the needle and improve financial outcomes.Operating as an independent RIA, we have an advisor affiliation with Pensionmark Financial Group, providing us with access to a breadth of technology, tools, and resources to help improve your retirement plan.
Services
Sponsoring your company's retirement plan is no small feat! We commend you for managing these plans and improving the financial future of your employees. We know what an undertaking this role can be. That is why it's all we do for our clients. Think of us as your outsourced Chief Retirement Officer (CRO), and see some of the responsibilities we are capable of helping you with below.
We have rebranded our annual conference (formerly "The Retirement Exchange"), to Swerve - Redirecting the benefits conversation. The purpose of our annual conference is to provide employers with forward-thinking concepts that can be used to improve financial outcomes for your workforce. We all think bigger together, and by connecting you with like-minded professionals, we will bring innovation to the retirement benefits space.
Our firm exists to make a difference: in our community, with our clients and ultimately their employees. ProCourse believes in building a financially fit community. We also know that giving back improves our society and team culture. We host the 4.01k Race for Financial Fitness in Indianapolis and also dedicate days each year to get out, give back, and spend time together outside of the office.
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