With changes happening frequently and fast, we're bringing back the Retirement Planology newsletter! We plan on appearing in your inbox every couple of months with news to use now, links to our recent articles, and other items we've gathered. Future issues will include information on upcoming webinars, as well.
We also invite you to follow us on social media -- scroll down to find the links.
We welcome feedback, so send your questions, comments, observations to us at hello@retirementplanology.com. We'd love to hear from you!
Best, Courtenay Shipley, CRPS, AIF, CPFA
Hot off the Press
Reducing/suspending Safe Harbor? New IRS guidance released says no 30-day advance notice to employees required during COVID-19 if amending between 3/13 - 8/31/2020.
Eligibility for CARES Act retirement plan loans and distributions was expanded. A qualified individual includes anyone who experiences adverse financial consequences as a result of COVID-19 of the individual, the individual's spouse, or a member of the individual's household.
RPI Blog Round-up
DOL Final Rule On E-Delivery May 26, 2020 If you’ve wanted to deliver your retirement plan notices electronically instead of being saddled with sending paper, then good news! Read this article
Terminating a Retirement Plan June 3, 2020 In the midst of COVID-19, many small businesses are rethinking whether continuing their employee retirement plan is a good idea or not. Read this article
For the
ladies, if you have those innovative ideas, I can assure you employers want to hear them right now!
About Us
Our Founder - Courtenay Shipley, CRPS, AIF, CPFA
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. Need help with your organization's plan? Book a call with us.
Follow Us
Retirement Planology
950 N Washington St
Ste 242
Alexandria, VA 22314
United States
