Press Release: Shipley Participates in Capitol Hill Meetings at NAPA D.C. Fly-In Forum


ALEXANDRIA — Courtenay Shipley of Retirement Planology, Inc. recently participated as a delegate to the 2015 NAPA D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

The NAPA D.C. Fly-In is an annual event produced by the National Association of Plan Advisors (NAPA). Now in its third year, the two-day Fly-In provides a forum in Washington, D.C. in which the nation’s leading retirement plan advisors have an opportunity to interact with and brief top congressional leaders about the importance and future of the nation’s workplace retirement plans. 

This year’s recordbreaking event brought together nearly 200 advisors. It included sessions with Deputy Assistant Secretary of Labor Judy Mares, who shared insights into the Labor Department’s recent fiduciary proposal, and Sen. Jon Tester (D-Montana), who currently sits on the Senate Appropriations and Banking Committees, as well as a keynote address from Speaker of the House John Boehner (R-Ohio).  

The event featured one day of interactive panel discussions, followed by a day of meetings with lawmakers and their staff on Capitol Hill, where delegates had an opportunity to share their perspectives on a variety of key issues regarding retirement plan regulation and legislation, and their impact on business owners and plan participants.

This year’s Forum, held July 21-22, also included a special panel of ERISA litigators sharing their insights on the issues, lessons learned and best practices emerging from revenue-sharing litigation, as well as insights on Labor Department audits and litigation from Marc Machiz, Regional Director at the U.S. Department of Labor’s Employee Benefits Security Administration (Philadelphia Region).

Forum delegates must be a NAPA member with at least five years of experience servicing retirement plans, and must be responsible for $100M+ in plan assets, 10+ plans and 2,000+ participants.

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.  

NAPA is part of the American Retirement Association.  The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy.  More information about NAPA is available at