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Retirement Planology

When growing organizations need assistance with their employee retirement plan, they come to us. Retirement Planology is a consulting and investment advisory firm that navigates organizations to smart decisions on their employee retirement plan. Plans are complicated and highly regulated at every twist and turn. As your navigator and investment fiduciary, we help map out investment decisions, plan features, hiring providers, engaging employees, and taking work off the plan sponsor’s plate. Rely on us to keep the plan in alignment with your organization’s goals.

Products & Services

  • Plan optimization and consulting
  • Fiduciary support
  • Vendor management
  • Investment consulting and management
  • Employee education & communication services
  • Health Savings Account integration and communication
  • Student Loan Corporate payback programs
  • Employee Financial Wellness programs

Industries Served

  • For-profit
  • Non-profit
  • Government

Client Testimonials

Awards & Certifications:

  • Chartered Retirement Plan Specialist
  • Accredited Investment Fiduciary
  • Certified Plan Fiduciary Advisor
  • Top Women Advisors – National Association of Plan Advisors
  • Top Advisors under 40 – National Association of Plan Advisors
  • FT Top 401 Retirement Plan Advisors

Registered investment advisors are prohibited from using advertisements containing testimonials. However, references are available!

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