Retirement Planology CEO Courtenay Shipley has been named one of NAPA’s 2019 Top Retirement Plan Advisors Under 40, a.k.a. “young guns”

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 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.

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.

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.

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.

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.

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 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 pleased to announce that our Chief Planologist, Courtenay Shipley, is now DISC certified.

Retirement Planology CEO Courtenay Shipley has been named one of NAPA’s 2018 Top Retirement Plan Advisors Under 40, a.k.a. “young guns.”