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Speakers

Dr. Shari Simpson Dr. Shari Simpson Senior Manager Thought Leadership | Paylocity

Shari Simpson, EdD, is the host of HR Mixtape and a senior thought leadership leader at Paylocity. With over two decades of experience across training, talent, payroll, and employee relations, she brings curiosity, candor, and real-world perspective to every episode. Shari holds a Doctor of Education in Leadership and Innovation, along with an MBA, MHRM, and SHRM-SCP certification. 

Andrew Farrell Andrew Farrell Retirement Plan Advisor | North County Wealth

Andrew Farrell, Retirement Plan Advisor at North County Wealth, has spent 20 years working with businesses on plan design, compliance, and the advisor relationship. He's watched the same dynamic play out across organizations of every size: HR teams that know everything about their company but defer entirely on the plan.

Human Resources

Excess Deference: The Retirement Plan Role HR Often Gets Wrong

Whether you're an HR generalist wearing ten hats or a seasoned director, knowing your role in the retirement plan is one of the most important things you can get right.
Podcast
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.

Key takeaways:

  • 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