09 Choosing the Right Retirement Plan for Your Team

Leadership In Law Podcast

Can strategically designed retirement benefits be the key to attracting and retaining top talent in your law firm? Discover the untapped potential of retirement planning as we host Courtney Shipley, founder and chief planologist of Retirement Planology, on this episode of Leadership in Law. Courtney takes us through her fascinating journey from a music performance major to becoming a leading authority in retirement planning. She reveals the critical importance of offering comprehensive retirement plans and the significant tax advantages they bring. Through her expert insights, learn how well-crafted retirement benefits not only help secure the future for your employees but also align seamlessly with your firm's business goals.
Explore the specifics of retirement plan designs tailored for small and midsize firms, with practical examples like 3% non-elective contributions and dollar-for-dollar matches up to 4%. Courtney explains how such strategies can help bypass complex IRS tests and rules, making them ideal for firms with six to twelve employees. We also delve into the vital role of employee education in optimizing these plans and the responsibilities of HR, controllers, and outsourced HR professionals in their implementation. If you're seeking to start or revamp your firm's retirement plan, this episode offers invaluable steps and resources to get you on the right track. Join us for a deep dive into how retirement benefits can drive your firm's success.
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 FiduciaryTM, 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.
https://www.retirementplanology.com/

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Chapitres

1. 09 Choosing the Right Retirement Plan for Your Team (00:00:00)

2. Leveraging Retirement Benefits for Law Firms (00:00:02)

3. Retirement Plan Design for Company Culture (00:10:30)