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”.

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 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.

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?

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.