What we do: Inventive Problem-Solving.
Why? Because without measured review and innovation, your retirement plan will be a stagnant pillar of complacency that sucks up company resources. Your plan either adds value or it takes up space.
Retirement Planology is founded on creating ease for your company by reducing the fiduciary burden and the workload of the plan, and creating the opportunity for employees to have the luxury of deciding how they spend their time later in life. We believe the plan is an extension of company culture and an integral part of the benefits package.
We sell advice and expertise, not products.
Too often fast-growing companies are sold retirement plans without really understanding how their plan can be used strategically to get them where they want to go, or can end up a huge stumbling block to cash flow.
Retirement Planology is here to help position your plan as an asset to your business.
The name Retirement Planology encompasses our passions:
- Continual study
- Focused improvement
- Ongoing process and design collaboration
- A craft that is both an art and a science
Download Our White Paper
Can you tell how your retirement plan is working for your organization? Are you considering a vendor change? Download our Retirement Planology® White Paper from industry insights to the following:
- Evaluating your current plan and its success
- Determining your must-have list for vendors
- Asking vendors the right questions
*Downloading automatically subscribes you to our email list.
Our Chief Planologist, Courtenay Shipley, has a diverse background in the retirement plan industry providing a unique foundation for her clients in the areas of fiduciary responsibility, investment analysis, and participant education. During her career she has provided institutional investment consulting to qualified retirement plans, developed business strategy for a boutique third party administrator and recordkeeper, conducted over 9,000 education meetings to groups and individual employees, and served the nonprofit market.
Courtenay is an enthusiastic and focused retirement plan advisor who is committed to the idea that everyone should have the luxury of deciding how they spend their time later in life, on their terms. She is passionate about her work and thinks the key to making change in a complex world is listening to people and enabling them with the tools and knowledge they need to meet their goals and retool their habits.
Courtenay is a graduate of Vanderbilt University, and is licensed as an investment advisor representative (Series 66). She holds the Accredited Investment Fiduciary™ (AIF®) designation through the Center for Fiduciary Studies, the Chartered Retirement Plan Specialist (CRPS) designation from the American College of Financial Planning, and the Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors. In 2015, she was featured in the Financial Times Top 401 Retirement Plan Advisors (2016 too) and named a Top Women Advisor All-Star by the National Association of Plan Advisors.
Designees of the AIF® have successfully completed a specialized program on retirement investment fiduciary standards of care, passed a comprehensive examination, and met the designation’s education and professional experience prerequisites. The AIF® designation signifies the knowledge necessary to understand and implement a prudent process for fiduciaries of retirement plans in conformity to a Global Fiduciary Standard of Excellence. Designees of the CRPS mark have successfully demonstrated specialized knowledge in retirement plans. She's also involved with several organizations including Her Corner, HRLA, National Association of Plan Advisors, NAWBO Greater DC, and serves on the board of The Nashville City Club.
Courtenay lives in the DC area with her husband and their dog. Besides walking the dog, you might find her hiking, running, playing the trumpet, singing contemporary a cappella, or volunteering.
One thing is for sure -- you definitely won't find her sitting still.
The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.