💼 Is your business ready to level up its retirement benefits? Discover how to align employee plans with financial goals and stay compliant with evolving laws. #RetirementPlanning #BusinessSuccess #401kTips
Key Notes
- Employee retirement plans can boost recruitment, retention, and tax efficiency.
- Small businesses can choose from various plans: SEP IRA, SIMPLE IRA, or 401(k).
- The SECURE Act brings significant changes, like including part-time employees in retirement plans and increased catch-up contributions.
- Misconceptions like “I can’t afford it” prevent employees from taking advantage of plans.
- Employers and employees benefit most by maximizing contributions and focusing on long-term growth.
Links
Website [email protected]
LinkedIn: www.linkedin.com/in/cshipley
LinkedIn: https://www.linkedin.com/company/retirement-planologyinc
Offer
Courtenay invites listeners to visit retirementplan.com/learn for resources, blogs, and scheduling a call to discuss retirement planning for small to medium-sized businesses.
Meet Coutenay
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.
