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About Courtenay

Courtenay Shipley is the founder and Chief Planologist of Retirement Planology, a consulting and registered investment advisory firm for corporate-sponsored retirement plans. With a wealth of experience in the retirement plan industry, Courtenay not only offers her clients expertise in investment analysis, plan design, and employee education but also helps them leverage their employee benefits in a way that supports their own business goals. She has worked with qualified retirement plans, developed strategies for third-party administrators, and conducted over 10,000 educational meetings.

Courtenay holds various designations including Accredited Investment Fiduciary™, Chartered Retirement Plan Specialist, Certified Plan Fiduciary Advisor, and Certified Exit Planning Advisor. She is also the esteemed president of the Retirement Advisor Council, and her outstanding contributions have earned her accolades such as Top Women Advisor, NAPA Young Gun, and FT Top 401 Advisor.

Previous Podcast Interviews

🎧 Playlist: Courtenay’s Podcast Interviews

Relevant URLs

• Website: http://www.retirementplanology.com/
• LinkedIn: http://www.linkedin.com/in/cshipley

Interview Topics

• Why retirement plans need to be culturally competent
• Leveraging benefits as an employee retention strategy
• The importance of employee education within retirement plan offerings
• Keeping up with the benefits Joneses: the state of the market
• Benefits matter – demystifying employee retirement plans

Sample Questions

• What are the four key components organizations should consider when creating retirement plans?
• How does an effective retirement plan impact employee engagement and retention?