In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, talk with Jenee Olivier, Human Resources Director/Safety Coordinator at Sigma Engineers and Constructors in Baton Rouge, Louisiana about 401(k) planning.
Episode Highlights:
- 00:48 – Bill Bush and Andy Bush introduce Jenee Olivier.
- 01:51 – How does Jenee Olivier view her 401(k) plan?
- 03:42 – How does Sigma place importance on their employees plans?
- 06:07 – How does Sigma look at plan design regularly?
- 06:02 – Is her company satisfied with the way that participation and
contribution rates are looking?
- 09:42 – Who owns the 401(k)?
- 11:40 – Helping small businesses is a focus of Jenee’s.
3 Key Points:
- Think about your own 401(k) situation and ask yourself, are your retirement goals on track and will they be enough?
- A 401(k) plan is not something you set up and forget about. It is ever-evolving.
- Jenee Olivier is consulting on the human resources side and safety training.
Tweetable Quotes:
- “As a participant, I think the biggest thing that I look at in terms of the plan is value and what we’re getting and ease of use.” – Jenee Olivier
- “Each quarter we do a lunch and learn on a bunch of topics and try and bridge that gap and take a little bit of that pressure off of our employees, allow them the ability to ask questions in a less formal environment.” – Jenee Olivier
- “Most of my experience has been in the HR sector and working with small business and seeing it from a different perspective as both an HR and an owner, and kind of making those decisions.” – Jenee Olivier
Resources Mentioned:
