Type of Business
Consulting and Investment Advisory
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, hiring providers, plan features, 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.
When & Why I joined NAWBO
In 2012 I moved to the DC area and NAWBO was my first stop. I knew that it was the shortest way to get connected and find my like-minded people!