Business
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: Inside The Plan with the 401(k) Brothers-- Discover more about the Podcast Horizon Financial Group Contact Information: bbush@horizonfg.com Abush@horizonfg.com Jenee Olivier’s Contact Information: businessboutiqueLA@gmail.com (225) 235-4430