Helping you navigate  the retirement plan maze.

MORE ABOUT WHO WE ARE→

When organizations need advice on their employee retirement plan, they come to us.

Administering your company's retirement plan is a complex process. Regulatory and fiduciary requirements can make seeing the bigger picture difficult. That's where we come in. We navigate the regulations for you, share fiduciary liability, advocate on your behalf with vendors, and help your employees. As a result, it's easier to align your company's retirement plan with your values and save time, money, and effort.

Retirement Planology, Inc is committed to providing advice, not a menu of products. We believe this approach gives you and your employees the most value. We always serve as a fiduciary, under either ERISA 3(21) or ERISA 3(38). Scroll down to learn more about our services.

 
 

new Plans and EXISTING Plans

You either need a new plan or you have an existing one that needs optimization. Read more about how we have helped other clients, their plan committees and counsel, and what our retirement plan services entail in the case studies below.

 

Student Loan Corporate Payback

The number one stumbling block for Millenials and Gen X to contribute to their retirement plan is their student loan. Offer an innovative benefit that can go far in attracting and retaining the right talent, and helping them get on track financially.  We'll help you find the right provider to handle your corporate student loan payback assistance program.

CONSULTING

Looking for answers? Whether it's an search for investments, a new vendor or plan auditor, assisting with a merger or acquisition, or a birds-eye view of the plan, you can rely on us for our expertise and our deep bench of plan related experts. 

 

health savings accounts (hsa)

The HSA is fast becoming a strategy for saving and investing specifically for retirement health care expenses. Also covered by ERISA and the fiduciary rule, HSAs can offer a unique lineup of investment options. Learn more about our services for selecting and monitoring investments.

 
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