It might seem more enticing to put money into an IRA rather than a retirement plan through your workplace, such as a 401(k) or 403(b) plan, but you need to know the IRS rules.

Target Date funds are the most frequently used Qualified Default Investment in a retirement plan, but they often all get lumped together when there are vast differences between offerings. Here’s an overview of what to know.

Retirement Planology is pleased to announce that Courtenay Shipley has been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers.

Sometimes the hardest part of solving a problem is correctly defining it. Having an elite retirement plan focused advisor is key in making sure you have all the possible solutions to choose from.

Your 401k or 403b is for retirement, your HSA is for retirement healthcare. Read on as we explain why the HSA paired with a High Deductible Health Plan is a great option for saving for your future retirement health expenses.

Potentially, corporate retirement plans can serve as accumulation vehicles AND also distribution vehicles, and as American workers age and retire on the 401(k) and other contributory plans, plan sponsors are giving more thought to distributions offered to retired/separated participants. Here are the top three things to be thinking about when it comes to terminated employees in the plan.

401(k) plan fees have long been a focus of headlines and regulatory actions, resulting in disclosure documents and showing up in lawsuits. Revenue sharing is a practice of using some of the fees built into expense ratios of the investments to offset the cost of the plan. But, is that a good thing to do? Let’s examine this further.

Mark LeBusque is a champion of humanizing the workplace. He spoke on how to purposefully create workplaces where people feel like they belong. Here were my 3 key takeaways.

The Retirement Advisor Council is pleased to announce that Courtenay Shipley, Owner and CEO of Retirement Planology, Inc. has joined the Council effective January 1, 2019.

Adam Jefferis has joined Retirement Planology, Inc. as the VP of Planology.