Excess Deference: The Retirement Plan Role HR Often Gets Wrong with Andrew Farrell
Eps. #197 Tuesday, August 25, 2026
Most HR professionals treat the annual retirement plan review like a status update. The advisor presents, the team nods, and everyone gets back to the work they actually understand. The plan keeps running. Probably.
In this episode…
Why HR is already a subject matter expert in the room, and how to use that expertise to get more out of every advisor meeting
How to draw a clear line between what HR should own and what should get handed off the moment it leaves the building
Why missed payroll contributions are the most common retirement plan compliance failure, and the simple calendar habit that catches them before they become a problem
Hit “Play” to gain valuable insights that can transform your HR practices!
Guest(s): Andrew Farrell , Retirement Plan Advisor, North County Wealth
Guest(s): Andrew Farrell , Retirement Plan Advisor, North County Wealth
I work with my business clients to ensure their retirement plans run smoothly, efficiently, and effectively so their employees can track towards a successful retirement.
I use the full range of tools and services available to ensure my clients have the right plan for their needs today as well as where they are headed tomorrow.
