ProCourse Fiduciary Advisors, LLC
Precept Advisory Group, LLC Irvine, CA | preceptadvisory.com
NAPA FIRM PARTNERS
Broker-Dealers & RIAs
Carmel, IN | procourseadv.com KEY CONTACT(S)
Linda K. Bright | 949.679.2147 | lbright@preceptgroup.com Marisa Meshot | 949.679.5044 | mmeshot@preceptgroup.com
FIRM PROFILE Precept Advisory Group is a Registered Investment Advisory firm solely focused on offering plan consulting & ERISA 3(21) & 3(38) investment fiduciary services to retirement plans. With over $5B in assets under advisement, our mission is to build customized, competitive, cost efficient & employee appreciated retirement plans that integrate with each company’s total compensation strategy. As nationally recognized retirement plan consulting experts, PAG provides independent & unbiased advice to fiduciaries & plan committees. Our strengths include: fiduciary stewardship & education, risk mitigation, investment analysis & recommendations, optimal plan design execution, vendor management, plan benchmarking & compliance support & oversight.
PRIMARY MARKET(S) SERVED
KEY CONTACT(S)
Doug Prince | 317.708.4151 | dprince@procourseadv.com Brea Dantin | 317.708.4152 | bdantin@procourseadv.com Jeff Prince | 317.708.4154 | jprince@procourseadv.com
FIRM PROFILE ProCourse is an independent retirement plan advisory firm that has specialized in servicing institutional retirement plans since 1998. ProCourse advises over 401(k), 403(b), and other corporate retirement plans and provides organizations with financial wellbeing programs. ProCourse is a CEFEX certified investment advisory firm. 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.
PRIMARY MARKET(S) SERVED
75 OPTIONS AVAILABLE
OPTIONS AVAILABLE • 3rd Party Vendor Analysis Tool
• Preferred Provider Program
• Benchmarking Tools
• Retirement Sales Desk Representative
• Participant Advice/Participant Services
• Business Development Consultants
• CRM/Data Aggregation
• 3rd Party Vendor Analysis Tool
• Allows Fiduciary Declaration 3(21)/3(38)
• Other Tools
• Custom Risk Based/Target Date Models
• Benchmarking Tools
• 408(b)(2) - In-House or Outsourced
• Participant Advice/Participant Services
• Plan Sponsor Fiduciary Training
• CRM/Data Aggregation
• Stable Value Analysis
• Allows Fiduciary Declaration 3(21)/3(38)
• Minimum Fee Schedules
• Plan Sponsor Fiduciary Training • Stable Value Analysis
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NAPA BLACK BOOK 2021