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WELCOME TO PROMANAGE

ProManage develops custom crafted, defined contribution plan solutions to help participants save and invest for retirement. We offer three distinct services: Managed Accounts, Guidance and Advice, and Metrics. Guidance and Advice is delivered in the form of online advice (Vision), and Retirement Readiness Statements (Insight). As plans, plan sponsors and participant populations differ, ProManage crafts solutions that fit your goals, your participants’ needs and your budget.

Our Featured Services

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MANAGED
ACCOUNTS

Managing Investments for Reluctant Investors

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VISION

ONLINE GUIDANCE
& ADVICE

Four Retirement Levers

Retirement Age

Savings Rate

Investment Risk

Income Replacement.

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INSIGHT

RETIREMENT READINESS
STATEMENTS

Helping Participants Understand

Are They On Track for Retirement?

Tradeoffs To Consider

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METRICS

MANAGEMENT
REPORTS

Data Mining to Dashboard Control

Measure Progress

Target  Design and Communication

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