Retirement Planology, Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

When small/medium-sized, growing organizations need advice on retirement plans, they come to us.

You already know administering your company's retirement plan is a complex process. Changing regulatory and fiduciary requirements make seeing the bigger picture difficult. That's where we come in, to do the heavy lifting as subject matter experts. We navigate the regulations for you, share fiduciary liability, advocate on your behalf with vendors, and help your employees. As a result, it's easier to align your company's retirement plan with your values and save time, money, and effort.

Our clients use us to help them see around the corners, pinpoint the real problems, and ask the questions they don't know yet to ask. We believe our clients don't want a one-size-fits-most approach, but rather one that fits their culture and their values. As such, we collaborate on solutions with our clients to provide them and their employees the most value. We provide tailored services, including plan fiduciary support, plan and vendor management, participant education, and investment management, and stand-alone consulting services like plan benchmarking, pension consulting, vendor search, investment analysis, fiduciary assessment, and education strategy.

Retirement Planology is founded on providing advice and creating less burdensome, better quality retirement plans for organizations that will allow employees the opportunity of deciding how they spend their time later in life.

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