The IRS announced today that there will be no cost of living increases next year. Important limits related to retirement plans for 2016 are as follows.

Courtenay Shipley of Retirement Planology, Inc. recently participated as a delegate to the 2015 NAPA D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

Plan advisors from VA had a great time this morning talking with Senator Warner's staffer about tweaking the DOL's proposed fiduciary regulation. I thought it might be good to share what we said while packed in the tiny conference room!

ALEXANDRIA, VA — Courtenay Shipley, CRPS, AIF, Chief Planologist of Retirement Planology, Inc. has been selected as a delegate to the National Association of Plan Advisors’ (NAPA) DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

In May 2015, Retirement Planology, Inc. was named as one of The Financial Times’ Top 401 Retirement Advisers! In addition, they did a nice profile on us here.

The IRS is adding some new questions to the 5500 Form, which is the tax return for a retirement plan.

Our guest blog comes from our pal Lisa Anne Thompson Taylor, from Taylor Strategic Partnerships, where she guides responsible philanthropy and improves non-profit board governance. If your board (or a board member) needs training, she's a certified governance trainer! She gives us the skinny on giving to charity: