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2025
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2024
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Dec 9, 2024
Planning for Tomorrow: Making Retirement Benefits Work for You
Dec 9, 2024
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Nov 4, 2024
Timelines for Retirement Plans
Nov 4, 2024
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Oct 8, 2024
Mastering Fiduciary Responsibility and Innovative Retirement Planning
Oct 8, 2024
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Sep 28, 2024
Choosing the Right Retirement Plan for Your Team
Sep 28, 2024
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Sep 4, 2024
SECURE Act 2.0 Provisions Taking Effect in 2025 (and Beyond)
Sep 4, 2024
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Aug 21, 2024
Red Flags and Warning Signs: Industry Edition
Aug 21, 2024
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Jul 22, 2024
Exploring Corporate Retirement Plans in M&A
Jul 22, 2024
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Jul 8, 2024
Red Flags and Warning Signs: Employees Edition
Jul 8, 2024
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Jun 26, 2024
Maximizing Employee Retention
Jun 26, 2024
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Jun 12, 2024
Red Flags and Warning Signs: Operations Edition
Jun 12, 2024
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May 22, 2024
Balancing Optimal Benefits and Optimal Budgeting in a Small Business
May 22, 2024
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Apr 18, 2024
Demystifying Defined Benefit Plans: My Conversation with Nate Reineke of the Physician Family Financial Advisors Podcast
Apr 18, 2024
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Mar 28, 2024
Retirement Plans for Small and Medium-Sized Business Owners: My Chat with Susanne Mariga, CPA of The Profit Talk
Mar 28, 2024
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Mar 25, 2024
Retirement Planology Named to List of Nation’s Top DC Advisor Teams
Mar 25, 2024
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Feb 10, 2024
Healthcare…Fiduciary? What You Need To Know
Feb 10, 2024
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Jan 29, 2024
Job Ads, Uncool Benefits and More - My Chat with James Hornick
Jan 29, 2024
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Jan 2, 2024
Wrapping Up Year-End For Retirement Plans
Jan 2, 2024
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2023
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Dec 18, 2023
Personalizing Benefits To Meet Employees’ Unique Needs
Dec 18, 2023
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Nov 29, 2023
Guide to Nonprofit Retirement Plans
Nov 29, 2023
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Oct 21, 2023
Open Enrollment Dos and Don’ts
Oct 21, 2023
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Oct 14, 2023
What You Should Know About Nonprofit Retirement Plans
Oct 14, 2023
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Sep 13, 2023
Are Employees Buying What You’re Selling?
Sep 13, 2023
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Aug 16, 2023
Drivers Of Increased Scrutiny On Advisor Fees And Services
Aug 16, 2023
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Aug 7, 2023
Compliance Breakdown: Common Employee Benefits Mistakes For Employers
Aug 7, 2023
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Jul 17, 2023
Fiduciary Training Q&A
Jul 17, 2023
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Jul 10, 2023
Should You Buy The Cheapest 401k?
Jul 10, 2023
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Jun 27, 2023
The Power of Employer Matching: Encouraging Better Savings Rates
Jun 27, 2023
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Jun 7, 2023
Fiduciary Liability and Outsourcing
Jun 7, 2023
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May 25, 2023
Year-End True-Ups and Unintended Consequences
May 25, 2023
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Apr 29, 2023
The New Audit Rule (And More) With Mark Blackburn
Apr 29, 2023
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Apr 25, 2023
Why Your Retirement Advisor Should Have A Seat At The Benefits Table
Apr 25, 2023
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Mar 22, 2023
All About Compensation Strategy (And Some Other Stuff)
Mar 22, 2023
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Jan 24, 2023
SECURE 2.0 For Those Who Don't Have A Plan Yet
Jan 24, 2023
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Jan 18, 2023
PEPs, Disruptors and Other Stuff - With J.D. Carlson
Jan 18, 2023
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Jan 10, 2023
SECURE 2.0 Is Here!
Jan 10, 2023
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2022
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Nov 15, 2022
The Invisible Work Of Retirement Plans
Nov 15, 2022
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Oct 18, 2022
Budgeting For The Unbudgetable
Oct 18, 2022
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Oct 7, 2022
Three Objections (Help For HR)
Oct 7, 2022
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Sep 14, 2022
Fiduciary Misperceptions
Sep 14, 2022
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Aug 10, 2022
Top Things That Go Off The Rails When Selecting A Retirement Advisor
Aug 10, 2022
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Jul 28, 2022
DEI & Employee Benefits Communications
Jul 28, 2022
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Jul 12, 2022
Compensation Planning in the Current Environment
Jul 12, 2022
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Jul 8, 2022
Retirement Plan Roundup - July 2022
Jul 8, 2022
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May 26, 2022
Foreign Employees and Company Retirement Plans
May 26, 2022
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May 19, 2022
The Labor Crunch and Its Impact on Retirement Plans
May 19, 2022
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Apr 19, 2022
What’s Trending in Retirement Plans This Spring?
Apr 19, 2022
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Feb 28, 2022
A Retirement Planology Client Snapshot
Feb 28, 2022
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Feb 11, 2022
Only the Paranoid Survive: Practical Cybersecurity in Retirement Plans
Feb 11, 2022
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Jan 13, 2022
Year-End To-Do List for Plan Sponsors
Jan 13, 2022
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2021
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Dec 21, 2021
Turning 401(k)s into a Paycheck for Life
Dec 21, 2021
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Sep 23, 2021
Retirement Plan Audits with Auditor Mark Blackburn
Sep 23, 2021
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Aug 5, 2021
Workflow and Communication in the Workplace
Aug 5, 2021
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Jul 6, 2021
Communication & Retention in the New Normal
Jul 6, 2021
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Jun 8, 2021
ESG Investing: What Is It, And How Does It Apply To Retirement Plans?
Jun 8, 2021
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May 4, 2021
Evaluating Your Plan Provider - Summary
May 4, 2021
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Apr 21, 2021
All About the Advisor RFP Process
Apr 21, 2021
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Mar 29, 2021
The Opportunities and Challenges of Being a Woman in the Retirement Industry
Mar 29, 2021
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Feb 10, 2021
Women and Financial Wellness: My Chat with Jessica Ruggles
Feb 10, 2021
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Jan 20, 2021
Building Competitive Total Rewards for Executives
Jan 20, 2021
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2020
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Dec 21, 2020
Small/Micro Business Retirement Plan Overview: My Chat with Jill James
Dec 21, 2020
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Nov 18, 2020
LinkedIn Live Recap: My Chat with Doug Hoefer of DWC
Nov 18, 2020
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Oct 29, 2020
Considering a Financial Wellness Program? 3 Questions You Need to Ask
Oct 29, 2020
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Oct 22, 2020
Courtenay Shipley Named to 2020 Financial Times 401 Top Retirement Advisers
Oct 22, 2020
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Oct 8, 2020
Better Virtual Benefits Presentations: My Chat with Meghan Dotter of Portico PR
Oct 8, 2020
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Sep 24, 2020
Environment, Social, and Governance Investing in 401k plans
Sep 24, 2020
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Aug 14, 2020
Auto-enrollment: Friend or Foe to Plan Sponsors?
Aug 14, 2020
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Aug 12, 2020
Executive Compensation Tools: A Look at the Non-Qualified Deferred Compensation Plan
Aug 12, 2020
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Jul 23, 2020
What’s the Current Impact of Covid-19 on Retirement Plans and Benefits So Far?
Jul 23, 2020
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Jul 8, 2020
What can Covid-19 Teach us about Retirement?
Jul 8, 2020
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Jun 24, 2020
The Connection Between Covid-19 and Financial Wellness
Jun 24, 2020
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Jun 17, 2020
Cybersecurity Tips for Retirement Plans
Jun 17, 2020
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Jun 3, 2020
Terminating a retirement plan
Jun 3, 2020
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May 26, 2020
DOL Final Rule on E-Delivery
May 26, 2020
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Apr 15, 2020
ERISA Fidelity Bonds and Fiduciary Liability Insurance
Apr 15, 2020
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Apr 1, 2020
Stable Value or Money Market? What's best for your plan?
Apr 1, 2020
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Mar 30, 2020
Coronavirus Aid, Relief, and Economic Security (CARES) Act: Key Highlights of Retirement Plan Implications
Mar 30, 2020
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Mar 25, 2020
The Case for Diversity and What it Means for Financial Wellness
Mar 25, 2020
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Mar 11, 2020
Changes to your org structure affect your retirement plan
Mar 11, 2020
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Feb 26, 2020
Safe Harbor + SECURE Act = Big changes!
Feb 26, 2020
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Jan 21, 2020
Start up a 401k and get a tax credit (new from SECURE Act)
Jan 21, 2020
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Jan 6, 2020
SECURE Act is Here and Changing Retirement!
Jan 6, 2020
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2019
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Nov 20, 2019
How much can you contribute to an IRA?
Nov 20, 2019
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Oct 23, 2019
Moving Target with Target Date Funds
Oct 23, 2019
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Oct 10, 2019
Courtenay Shipley Named to 2019 Financial Times 401 Top Retirement Advisers
Oct 10, 2019
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Aug 28, 2019
What you really need from a retirement plan advisor
Aug 28, 2019
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Aug 21, 2019
HSA: What is it and why is it cool?
Aug 21, 2019
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May 30, 2019
Should they stay or should they go?
May 30, 2019
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May 16, 2019
The Lowest Share Class Debate
May 16, 2019
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Mar 28, 2019
Take Aways from Mark LeBusque's "Humannovation"
Mar 28, 2019
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Mar 25, 2019
Courtenay Shipley CRPS®, AIF® joins the Retirement Advisor Council
Mar 25, 2019
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Feb 7, 2019
Adam Jefferis joins Retirement Planology, Inc. as the VP of Planology
Feb 7, 2019
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2018
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Dec 20, 2018
Retirement Planology CEO Courtenay Shipley Named One Of NAPA’s 2019 Top Retirement Plan Advisors Under 40, A.K.A. “Young Guns”
Dec 20, 2018
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Nov 30, 2018
Retirement Planology CEO Courtenay Shipley Named Top Women Advisor All-Star By The National Association of Plan Advisors for 2018
Nov 30, 2018
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Sep 27, 2018
Retirement Planology CEO Courtenay Shipley Named to 2018 Financial Times 401 Top Retirement Advisers
Sep 27, 2018
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Sep 17, 2018
What the New Executive Order for Retirement Plans Really Means
Sep 17, 2018
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Aug 22, 2018
Student Loans, Meet 401(k) Contributions
Aug 22, 2018
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Aug 7, 2018
Better Behavior Through Complication
Aug 7, 2018
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Jul 26, 2018
Retirement Planology CEO, Courtenay Shipley, Named as Delegate to NAPA DC Fly-In Forum
Jul 26, 2018
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Jul 25, 2018
More Muddy Water: What Kind of Advice Are you Getting?
Jul 25, 2018
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Feb 8, 2018
Retirement Planology is now certified as an HSA advisor via AccessPoint
Feb 8, 2018
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Jan 27, 2018
Retirement Planology is now DISC Certified
Jan 27, 2018
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Jan 9, 2018
Retirement Planology CEO Courtenay Shipley named one of NAPA’s 2018 Top Retirement Plan Advisors Under 40, a.k.a. “young guns”
Jan 9, 2018
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2017
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Dec 21, 2017
Retirement Planology CEO Courtenay Shipley named a Top Woman Advisor All-Star by the National Association of Plan Advisors
Dec 21, 2017
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Oct 8, 2017
Defining a Retirement Plan Master
Oct 8, 2017
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Sep 27, 2017
Retirement Planology Named to 2017 Financial Times 401 Top Retirement Plan Advisers
Sep 27, 2017
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Jun 7, 2017
What investments you need to change for the DOL Rule
Jun 7, 2017
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May 8, 2017
Why Financial Wellness Programs Don't Work (But Might Someday)
May 8, 2017
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2016
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Oct 31, 2016
2017 401(k) and 403(b) IRS Limits
Oct 31, 2016
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Sep 15, 2016
Retirement Planology Named to 2016 Financial Times 401 Top Retirement Plan Advisers
Sep 15, 2016
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Jun 23, 2016
Dear John Oliver: We Love You...But (Part 2)
Jun 23, 2016
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Jun 17, 2016
Dear John Oliver: We Love You (Part 1)
Jun 17, 2016
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Jun 3, 2016
What does the DOL’s Proposed Fiduciary Rule mean to Plan Sponsors?
Jun 3, 2016
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Apr 27, 2016
I Made a Promise Mr. Frodo: When to Share Investment Liability with a Fiduciary Financial Advisor
Apr 27, 2016
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Apr 13, 2016
Nobody can see your invisible jet: Why you need a retirement plan philosophy
Apr 13, 2016
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Feb 18, 2016
Your Prime Directive: Defining Your Retirement Plan Philosophy
Feb 18, 2016
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Jan 26, 2016
ABA Webinar Notes: Investment & Service Provider Contracts, Continued
Jan 26, 2016
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2015
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Oct 21, 2015
IRS Announces No Change to Limits for 2016
Oct 21, 2015
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Oct 9, 2015
Your Default Investment is Your Most Important Investment
Oct 9, 2015
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Sep 11, 2015
You can only rollover IRA to IRA once a year?
Sep 11, 2015
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Sep 8, 2015
The Language You Use DOES Matter
Sep 8, 2015
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Aug 26, 2015
Do job candidates want to buy what you're selling?
Aug 26, 2015
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Aug 3, 2015
Press Release: Shipley Participates in Capitol Hill Meetings at NAPA D.C. Fly-In Forum
Aug 3, 2015
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Jul 31, 2015
Culture keeps you afloat through the hard times
Jul 31, 2015
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Jul 30, 2015
5 Important Questions to Ask on Your Vendor RFP
Jul 30, 2015
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Jul 28, 2015
[GUEST BLOG] Planning Your Exit Route
Jul 28, 2015
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Jul 27, 2015
What motivates employees?
Jul 27, 2015
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Jul 22, 2015
Today's Meeting on Capital Hill
Jul 22, 2015
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Jul 14, 2015
Press release: We're headed to the Hill
Jul 14, 2015
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Jun 23, 2015
Ever eaten an elephant?
Jun 23, 2015
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Jun 19, 2015
Save for retirement - the 2 minute rule
Jun 19, 2015
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Jun 15, 2015
Did your "advisor" need an escort to win your business?
Jun 15, 2015
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Jun 11, 2015
Does Retirement Readiness actually mean anything?
Jun 11, 2015
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Jun 8, 2015
Frustrated they won't take your advice? Take ours instead.
Jun 8, 2015
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May 28, 2015
Retirement Planology Named Top Retirement Advisor by Financial Times
May 28, 2015
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May 27, 2015
The Good Stuff from the Tibble Case
May 27, 2015
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May 26, 2015
3 cheers for how this company gives back to employees
May 26, 2015
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May 19, 2015
New Form 5500 Questions Coming
May 19, 2015
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Apr 13, 2015
What you don’t know will hurt you and drain your corporate bank account (part 2)
Apr 13, 2015
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Apr 7, 2015
What you don’t know will hurt you and drain your corporate bank account (Part 1)
Apr 7, 2015
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Mar 9, 2015
The number one way to shorten the RFP Process
Mar 9, 2015
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Mar 5, 2015
How to shop for retirement plan providers
Mar 5, 2015
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Mar 1, 2015
Important considerations for benchmarking a retirement plan (and when you know it’s time to start shopping)
Mar 1, 2015
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Feb 25, 2015
How to tell if you outgrew your retirement plan provider
Feb 25, 2015
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Feb 21, 2015
Top Advantages of Using a Consultant for a Retirement Plan Transition
Feb 21, 2015
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Feb 16, 2015
What do you consider "plan success"?
Feb 16, 2015
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2014
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Dec 1, 2014
[GUEST BLOG] Donating to a Grinch Non-Profit? Here's How to Check Your Charity.
Dec 1, 2014
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Nov 25, 2014
Who should you hire to audit your retirement plan?
Nov 25, 2014
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Nov 3, 2014
Does your retirement plan need an audit?
Nov 3, 2014
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Oct 25, 2014
IRS Increases Limits for 2015
Oct 25, 2014
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Oct 22, 2014
Who's a "participant" on the 5500?
Oct 22, 2014
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Oct 7, 2014
401(k) versus 403(b)
Oct 7, 2014
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Oct 6, 2014
[Guest Blog] Benefits and Pay Issues for Government Contractors
Oct 6, 2014
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Sep 29, 2014
[Guest Blog] PPA Update: Why Do I Have To Sign Documents Again?
Sep 29, 2014
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Sep 2, 2014
3.5 things to know when considering changing 401k providers
Sep 2, 2014
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Aug 1, 2014
Why You Shouldn't Hire a Generalist as Your Plan Advisor
Aug 1, 2014
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Jul 11, 2014
Plan Committee in Search of Investment Comparison Really Needed RFP Assistance
Jul 11, 2014
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Jun 10, 2014
Top Blunders Companies Make When Running a Retirement Plan
Jun 10, 2014
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Jun 4, 2014
Top Blunders Companies Make When Starting a Retirement Plan
Jun 4, 2014
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May 14, 2014
Who keeps old 401k records?
May 14, 2014
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May 6, 2014
How to rock your benefits fair
May 6, 2014
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Apr 28, 2014
How to choose a payroll provider
Apr 28, 2014
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Apr 7, 2014
What Does a Retirement Plan Advisor Do?
Apr 7, 2014
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Apr 1, 2014
Follow the Document; Prevent Mistakes
Apr 1, 2014
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Mar 28, 2014
The Art of the Search: Finding the right plan vendor
Mar 28, 2014
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Mar 26, 2014
How to find your old 401k account
Mar 26, 2014
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Mar 24, 2014
Tips for Starting a Company Matching Contribution
Mar 24, 2014
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Mar 20, 2014
Helping Limited Highly Compensated Employees
Mar 20, 2014
