Northern Chapter VSCPA - Event Information

Event Name:CFO and Controllers SIG - Retirement Plan Trends
Event Type(s):Special Interest Group Event
Description:Topic: Retirement Plan Trends

Retirement plans make a difference both in recruiting and to the bottom line. Balancing generosity with administrative burden and budgets can be difficult, but it’s important to keep up with the competition. Courtenay Shipley from Retirement Planology will lead a discussion on trends in retirement plan design, avoiding common (and expensive) mistakes, and what’s next on the horizon for plans.


During this discussion, participants will:

  • Receive an overview of popular plan design features and trending in different sized organizations
  • Popular pitfalls of plan design: the breakdowns in non-discrimination testing
  • Learn about how companies are attempting to integrate student loans and HSAs with retirement
  • Become more knowledgeable about 401(k) / 403(b) plans.


Courtenay Shipley
President, Retirement Planology
Courtenay Shipley is President and Chief Planologist of Retirement Planology, Inc. where she provides consultation and investment advice to organizations that sponsor retirement plans.  Courtenay’s diverse background in the retirement plan industry provides 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 non-profit and government market.

Retirement Planology, Inc. Retirement Planology is a boutique consulting and investment advisory firm that navigates organizations to smart decisions on their employee retirement plan.

Time:  Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)
Event Date:3/27/2019
Event Time:7:30 AM - 9:00 AM
Location:Cordia Partners
8330 Boone Blvd
Suite 350 (Main Conference Room)
Vienna, VA 22182

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Contact Person:Stephanie Scarola

Thank you to Cordia Partners for providing the venue!

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