What kind of organizations do we serve? Small, medium, or large? For-profit or non-profit? What industry? What are they looking for in a retirement plan advisor? Here’s a snapshot of the Retirement Planology client base - do you fit in?

Retirement Planology is pleased to announce that Courtenay Shipley has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

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

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.

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.

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.

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.”

It is our pleasure and privilege to announce that our CEO Courtenay Shipley has been selected as one of NAPA’s 2017 Top Women Advisors, specifically as an “All-Star”.

Retirement Planology is pleased to announce that it has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

We’re pleased to announce that Retirement Planology has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers.

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.

ALEXANDRIA, VA — Courtenay Shipley, CRPS, AIF, Chief Planologist of Retirement Planology, Inc. has been selected as a delegate to the National Association of Plan Advisors’ (NAPA) DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

In May 2015, Retirement Planology, Inc. was named as one of The Financial Times’ Top 401 Retirement Advisers! In addition, they did a nice profile on us here.