Another episode of the Red-Bearded Podcast is live!!! Episode 12: Understanding Your Duties as a Retirement Plan Sponsor with @CHARLES WARREN, AIF®, C(k)P, CPFA
When this guest isn’t enjoying the breeze on his Harley Davidson, he’s helping business owners navigate the pitfalls of regulation and compliance while maximizing the success of their company retirement plans.
Listen in as Charles Warren, a plan consultant with @Multnomah Group, Inc. draws on his extensive background to share some of the Dos and Don’ts of being a plan sponsor.
Get insights on how we should define a successful retirement plan such as:
- It’s must be optimized for the employees’ successful retirement
- 1-on-1 meetings with employees with employees contribute to the success of a plan.
- Are participants saving at a meaningful rate, or just checking a box and matching their employer's contribution?
- The importance of clearly defined processes and a documented plan that is being followed in order to stay compliant.
- Documentation! Documentation! Documentation!
If you have questions connect with @CHARLES on LinkedIn, or reach out to me for an intro!
#redbeardedriskguy #ERISA #compliance #riskmanagement #retirementplans #401k #humanresources #savings #commercialinsurance #fiduciaryduty
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