Retirement Planology CEO Courtenay Shipley Named One Of NAPA’s 2019 Top Retirement Plan Advisors Under 40, A.K.A. “Young Guns”
Retirement Planology CEO Courtenay Shipley has been named one of NAPA’s 2019 Top Retirement Plan Advisors Under 40, a.k.a. “young guns”
Retirement Planology CEO Courtenay Shipley Named Top Women Advisor All-Star By The National Association of Plan Advisors for 2018
The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of Top Women Advisors. Our own Chief Planologist is among the ranks!
Retirement Planology CEO Courtenay Shipley Named to 2018 Financial Times 401 Top Retirement Advisers
Retirement Planology is pleased to announce that our Chief Planologist, Courtenay Shipley has again been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers.
What the New Executive Order for Retirement Plans Really Means
President Trump signed signed an Executive Order on August 31st, directing the Department of Labor and the Treasury, “… to consider issuing regulations and guidance that would make it easier for businesses to offer retirement plans.” Here’s what it means.
Student Loans, Meet 401(k) Contributions
Are student loans holding your employees back from #adulting? Get ready, because there's a pretty clever benefit on the street that is making an impact on hiring and retention.
Better Behavior Through Complication
Want to avoid doing certain things? Put more obstacles or steps in between you and the behavior you want to avoid. Want to make sure you do certain things? Clear a path to it.
Retirement Planology CEO, Courtenay Shipley, Named as Delegate to NAPA DC Fly-In Forum
Courtenay Shipley of Retirement Planology recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.
More Muddy Water: What Kind of Advice Are you Getting?
You might have heard that the DOL’s fiduciary standard definition was recently struck down in court and reversed. The result? They ruled that the Labor Department overreached by requiring brokers and others handling investors’ retirement savings to act in clients’ best interest. How you get your financial advise -- from a biased or unbiased financial representative -- just got muddier than ever.
Retirement Planology is now certified as an HSA advisor via AccessPoint
Retirement Planology is pleased to announce that our Chief Planologist, Courtenay Shipley, has earned the Certified Health Savings Adviser (CHSA) designation, after successfully completing the designation course and exam.
Retirement Planology is now DISC Certified
Retirement Planology is pleased to announce that our Chief Planologist, Courtenay Shipley, is now DISC certified.
Retirement Planology CEO Courtenay Shipley named one of NAPA’s 2018 Top Retirement Plan Advisors Under 40, a.k.a. “young guns”
Retirement Planology CEO Courtenay Shipley has been named one of NAPA’s 2018 Top Retirement Plan Advisors Under 40, a.k.a. “young guns.”
Retirement Planology CEO Courtenay Shipley named a Top Woman Advisor All-Star by the National Association of Plan Advisors
It is our pleasure and privilege to announce that our CEO Courtenay Shipley has been selected as one of NAPA’s 2017 Top Women Advisors, specifically as an “All-Star”.
Defining a Retirement Plan Master
Recently a survey was conducted by the Brightwork Partners, of 100 financial consultants and advisors that are actively advising on corporate retirement plans. “Actively” is the key word here because this is really telling as a quick cartography of the industry landscape. Only 10% of these advisors received 51%-100% of their income from managing retirement plans.
Retirement Planology Named to 2017 Financial Times 401 Top Retirement Plan Advisers
Retirement Planology is pleased to announce that it has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
What investments you need to change for the DOL Rule
Multiple times today I've heard reports and seen documentation of "advisors" telling their clients that in order to accommodate the DOL's Fiduciary Rule, they need to make substantial changes to their organization's retirement plan's investment menu. But is that true?
Why Financial Wellness Programs Don't Work (But Might Someday)
We're all about employee education when it comes to finances and the company retirement plan, but there's a new trend we've found disconcerting: Financial Wellness Programs. Here are the things to know about why we think they aren’t effective…yet.
2017 401(k) and 403(b) IRS Limits
Hot off the press from the IRS! No changes to the contribution amounts for 401k and 403b plans for next year. The limit on these plans remains $18,000 with a $6,000 catch-up for those turning age 50 or older. IRA limits also remained the same at $5,500 with a $1,000 catch-up.
Retirement Planology Named to 2016 Financial Times 401 Top Retirement Plan Advisers
We’re pleased to announce that Retirement Planology has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers.
Dear John Oliver: We Love You...But (Part 2)
If you missed Last Week Tonight with John Oliver: Retirement Plans (HBO) and his account of trying to set up a 401k plan for the show's staff, go back and watch! This is part TWO of the highlights along with our commentary where we point out where our pal went a little off course.
Dear John Oliver: We Love You (Part 1)
If you missed Last Week Tonight with John Oliver: Retirement Plans (HBO) and his account of trying to set up a 401k plan for the show's staff, watch it right now. No, seriously, it's worth it! It's so good, we decided to blog about it. This is part one of two.