The first step in our consulting process is to gain a broader and deeper understanding of your plan needs.

One of the key parts to our process is discovering how your plan fits the organization and your participants. Organizations don’t have retirement plans simply to be good to employees… they have them to achieve certain human resource goals. Part of our process is learning about your organization and those HR goals.

Organizations change over time and often its retirement plans fail to keep up. The demographic make-up of your employees may be significantly different than when the plan was first implemented, and the plan needs to recognize and adapt to those changes.

ProManage does an assessment of your plan provisions, its investment options, investment performance, and your participant demographics. Our assessment may include data mining and analysis using our proprietary Insight service.

Only after this discovery process can we design an effective solution.