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 Courtenay Shipley, founder and chief planologist of Retirement Planology, on this episode of Leadership in Law. Courtenay 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%. Courtenay 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.
Reach Courtenay here:
https://www.retirementplanology.com/
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