The Red-Bearded Risk Guy
Welcome to "The Red-Bearded Risk Guy," the podcast that helps business owners and leaders of companies with 50-250 employees protect their people, profits, and public relations.
Your host Joshua Keene, AAI, AKA the Red-Bearded Risk Guy, is a commercial insurance, benefits, and risk management expert who has dedicated his career to helping businesses stay ahead of emerging business trends. Join Joshua as he interviews industry experts and shares insights on business growth, strategy, recruiting and retention, sales and marketing, corporate risk management, commercial insurance, and motivation.
These weekly conversations will provide actionable advice on the latest trends, challenges, and opportunities facing the business community. If you want to stay ahead of the curve and strategically position your business for success, then this podcast is for you. Tune in to "The Red-Bearded Risk Guy" and join the conversation today!
The Red-Bearded Risk Guy
Understanding Your Duties as a Retirement Plan Sponsor W/ Charles Warren
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!
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