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About Us

Custom Crafted Retirement Plan Solutions…

ProManage was founded to help plan sponsors improve the situation of “reluctant investors”… those that can’t, or won’t, invest wisely themselves. In most 401(k) plans, they make up a substantial majority of participants.

In 1998 ProManage (then known as Strategic Financial Concepts, Inc.) was among the first to develop “managed accounts” (The ProManage PROgram™) for defined contribution plans. We have built upon this experience to expand our services for plan sponsors to include participant guidance and advice (ProManage Vision), and participant and plan metrics (ProManage Insight.)

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Is “one size fits all” good enough for your plan?

Every plan is different, every plan sponsor is different, and every plan participant is different. ProManage will craft a solution that fits your plan, your participants, and your budget. Our target is not a date…our target is you and your people.

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How does ProManage work for you?

  • People - experienced and expert at designing a program that fits your plan;
  • Process - design, implementation and measurement that reflect the needs of your organization, your plan and your people;
  • Price - reflects your design and our responsibility;
  • Plan Support - prompt and helpful client servicing, with advanced online tools and effective communications.

ProManage is an innovator in finding effective, efficient, and durable solutions to the challenges facing plan sponsors and participants in 401k and other savings plans.