Tidbit Noun* A small and particularly interesting item of gossip or informationWelcome to TPA Tidbits! A podcast by Sentinel Pension. In this podcast, we will cover useful information relative to the day to day operation of offering a retirement plan to e
Welcome back to the Sentinel Pension Show! On our final episode before we take a break for the summer, Kasey and Melissa are breaking down a topic that is widely covered in the TPA world: plans that go off the rails. Our resident plan fixers break down the governing bodies that review these plans, what they're looking for when they come to audit plans, the safe harbor standard for deposit submissions, the types of corrections systems, and so much more! We hope y'all have a great summer and will come back to learn more with us next season! Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! We have someexciting news – next season of the Sentinel Pension Show will be coming to you from a new office! Today's episode talks about an important topic: while you may think there are cookie cutter retirement plans, that's most likely not the case. We talk about potential mistakes that can befall a retirement plan and how mistakes in the plan can snowball into more difficult problems. To learn more about this, continue listening to this great episode! Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! It's almost theend of the school year and our former teachers, Kasey and Melissa, are teaching us about retirement plan fees. We go over record keeper asset fees, reasonableness of fee requirements, fee disclosure notices, plan benchmarking, and much more! Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! For today'sepisode, Kasey and Melissa go over retirement plan rules. We review the new super catch-up rules applicable in 2025, how plan limits have increased, how the super catch-up formula works, and options employees have. We also go employeecontribution limits and 415 limits. Listen along to learn more! Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! On today'sepisode, Melissa is joined by Sentinel Pension team member, Hailey Bass! Today's episode covers how the sales and implementation process works for new plans. We talk about startup plans, a transfer of assets, target date funds, and much more! Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! On today's episode, we are wrapping up our series on plan documents. We're talking about the SECURE, CARES, and CAA amendments as well as optional provisions that plan documents may have, including qualified birth and adoption distributions, RMD provisions, the hardship amendment, and more. Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! For this fourth episode, Melissa and Kasey are going over what it means for a plan to be top heavy. We review what a top heavy plan is, who gets top heavy minimums, and how that affects compliance testing. Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! For this third episode, Melissa and Kasey are going over force-outs. We review what force-outs are, the benefits of removing terminated employees from a plan, and plan sponsors' responsibilities as they pertain to force-outs. We also break down the process for conducting a force-out from a plan and provide a few recommendations for handling removing terminated employees from a benefit plan. Have any questions about this episode's topic? Let us know!Visit our website for more information: Sentinel Pension (sp-tpa.com)Call us at 225-300-8478Follow us on LinkedInFollow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! This week, we're talking all about distributions. Kasey and Melissa go over what distributions are, the importance of only issuing distributions that are qualified, in-service distributions, hardship distributions, retirement age, and more! Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! Melissa and Kasey are starting off this brand new season continuing our discussion of the plan adoption agreement. This next section is all about vesting, or when you become entitled to employer contributions given to a retirement plan. We go over vesting schedules, forfeiture accounts, the rule of parity, and much more! Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss new comparability, also known as cross tested profit sharing, which is a method of providing a higher percentage which normally results in a higher dollar amount of a profit sharing to the business owners versus what they have to give their rank-and-file employees. They discuss how safe harbor non-elective contributions are normally paired with new comparability, the gateway test, contribution growth over time, and much more! After this episode, we will be taking a break for the holidays. We look forward to creating new episodes for you soon! Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss integrated profit sharing. We review what a profit sharing contribution is, how integrated profit sharing came about, and how integrated profit sharing is calculated. We also discuss vesting schedules, allocation conditions, and much more! Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss the next section of the plan document all about employer matching contributions. We review what a participant has to do in order to receive a matching contribution, discretionary matches vs. safe harbor matches, testing requirements, and much more! Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss the next section of the plan document, safe harbor contributions. Safe Harbor contributions are a type of employer contribution that have special provisions and mandates around them. We discuss how these types of contributions may help with reaching business owners' goals, we break down average deferral percentage testing, and benefits of making a fully funded safe harbor contribution. Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! On today's episode, Kasey and Melissa discuss the next section of the plan document about employee deferrals. Kasey and Melissa review the different parameters they often see for employee deferral eligibility and deferral modification dates. We explain automatic enrollment, permissible withdrawals, major rule changes due to SECURE 2.0, voluntary after-tax contributions, and much more! Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! On today's episode, Kasey and Melissa discuss the next section of the plan document, which is about eligibility. This important provision covers when people are allowed to participate in the plan. We review plan sponsor responsibilities and options that plan sponsors have when choosing eligibility rules for their plan. Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome back to the Sentinel Pension Show! On today's episode, Kasey and Melissa go over some of the plan features, which cover the types of contributions within the plan. We go over the importance of not only drafting plan features which ensure the plan is compliant, but also that provisions within the plan document to allow plan sponsors flexibility. We also review the compensation section of plan features and go over some options to make this section as simple or as complex as the plan sponsor would like. Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to the Season 4 Premiere of the Sentinel Pension Show! This episode, we're recapping the three main legal documents associated with your retirement plan: the adoption agreement, the basic plan document, and the summary plan description. After our recap, we get into the nitty gritty of the employer information and plan information sections of the plan document. Have any questions about this episode's topic? Let us know! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. Wondering what the difference is between the Adoption Agreement, Basic Plan Documents, and Trust Agreement? And what is the Summary Plan Description? Thankfully, Melissa and Kasey are here to clarify what all is included in your Plan Documents and what your TPA may be looking for when they ask for this information! We will be taking a break from the Sentinel Pension Show over the summer. Thank you to our loyal listeners for following along with us on this new season! We can't wait to bring you even more valuable content in Season 4! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey explain what a fidelity bond is! They stress why it is important to have one and what can happen if you don't. Listen along to learn if getting a fidelity bond is right for you or your employees. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss the form 5500 and what exactly that form entails. Listen along to learn about the importance of this form for your employer sponsored retirement plan. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss another rule impacted by SECURE 2.0. This particular rule now allows a Simple Plan to be converted to a 401(k) Safe Harbor Plan, mid-year! Listen along to learn how this could be helpful for your employer sponsored 401(k) plan and what this could mean for you. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss the Long-term Part-time Rule, or LTPT for short. Under this rule and certain requirements, part-time employees may be granted eligibility to enter employer sponsored 401(k) plans. Listen along to learn all of the requirements and how this rule can benefit your company in terms of recruiting, retention, and other areas as well. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey are joined by Lynn Young of Pinnacle Plan Design. Lynn has become one of Melissa's dear friends through countless retirement industry conferences and we are so excited that she was able to Zoom in for this episode. Listen along to learn what exactly Lynn does as an actuary and how she is involved with both Cash Balance and Defined Benefit plans. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss COLA limits, or Cost of Living Adjustment limits. These limits change annually, so it is important to stay up to date on the latest limits and know how they can impact your retirement plan contributions. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey answer the question, "What is a fiduciary?" Listen along to learn about fiduciary duties and who may be considered the fiduciary on your 401(k) plan. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss the importance of providing complete and accurate census data. While some of it may seem unnecessary for employers to provide, it is a crucial aspect of keeping your 401k plan in compliance! Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey are joined by Jeremy Klibert, tax partner at Faulk & Winkler. They discuss the ways that retirement plan contributions factor into tax returns, pension contribution considerations, and much more. Thanks for giving us a listen as we dive into complicated topics that we hope to make easier understand for everyone. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Welcome to The Sentinel Pension Show (formerly TPA Tidbits)! We are back with a new name and new artwork to kick off this podcast rebrand. Sentinel Pension Partner, Melissa Terito, is now joined by Director, Kasey Melancon, as they tackle hot topics in the retirement plan industry. Thanks for giving us a listen as we dive into complicated topics that we hope to make easier understand for everyone. Visit our website for more information: Sentinel Pension (sp-tpa.com) Call us at 225-300-8478 Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
On today's tidbit, Melissa is joined by Jamie Taylor, Branch Manager & Loan Originator of The Mortgage Firm in Baton Rouge. She has been a specialist in the mortgage industry since 2007, offering a wide range of knowledge of home loan products. Jamie has assisted over 1100 families with their home loans. She is licensed through the National Mortgage Licensing System and Registry. Listen as the ladies discuss mortgages, interest rates, and answer some common questions people often ask. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
On today's tidbit, Melissa is joined by Mickie Murphy, ERPA, QPA, QKC, President of Blue Benefits Consulting out of Carmel, Indiana. She has been in the retirement plan industry for over 40 years. Mickie specializes in retirement plan consulting, plan design and correction. She brings a wealth of knowledge to the show! While this comes as no surprise to our regular listeners, Melissa and Mickie met at…you guessed it, a conference! Listen as the ladies discuss what happens when a plan has a “missing participant” and audits on 401(k) plans. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
Melissa is joined by Michael Miranda CPA, QKA, AEP of Miranda CPA & Consulting LLC out of Sioux Falls, SD. Michael brings 47 years of experience in tax consulting, estate planning, and employee benefits to his work as an independent consultant. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. Michael also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. Tune in as Melissa and Michael discuss the impact to welfare benefit of the ending of the public health and national emergencies. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
On today's tidbit, Melissa is joined by Christina Wilson, Senior Benefits Consultant and Team Manager at Dunbar, Bender, & Zapf out of Pittsburgh, PA. Like many of our guests, she, too, is a member of American Society of Pension Professionals & Actuaries (ASPPA), which is where Melissa and Christina met. Listen as the ladies discuss ESOPs - what they are and who they are a fit for. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
On today's tidbit, Melissa is joined by Shannon Edwards of TriStar Pension Consulting. Shannon has been in the retirement plan industry for over 30 years. She founded TriStar Pension Consulting more than 20 years ago. Shannon has been a credentialed member of American Society of Pension Professionals & Actuaries (ASPPA) for 25 years. She has served on and currently serves on many ASPPA and ARA committees. In addition to ASPPA, Shannon is Enrolled Retirement Plan Agent. She is also a contributing author for Plan Consultant Magazine and the Journal of Pension Benefits. Shannon speaks at several national industry conferences each year. Listen to how Shannon got her start, and the ladies dive into Secure 2.0 Act discussing what Shannon calls the "Lovechild Rule" and a couple other key points. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We have another TPA Tidbits lined up for you today! On today's tidbit, Melissa is joined by Amanda Iverson and Lynn Young of Pinnacle Plan Design in Arizona (via Zoom). Amanda is the CEO of PPD and Lynn is a Consulting Actuary of PPD. Similar to most of our Tidbits guests, these three amigas were introduced and have become friends all thanks to the retirement industry. Listen to what Amanda, Lynn, and Melissa think about the newly passed Secure 2.0 Act. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We are back with TPA Tidbits! On today's tidbit, Melissa is joined by fellow TPA, Megan Crawford of Williams Benefit Consulting. She is joining us via Zoom all the way from Quincy, IL. Megan and Melissa were introduced and have become friends all thanks to the retirement industry. Listen to what Megan and Melissa think everyone should know regarding their retirement plans now that we are in the new year. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We have an exciting guest on today's tidbit - JJ McKinney! JJ is joining us via Zoom all the way from Georgia. He and Melissa were introduced and have become friends all thanks to the retirement industry, in specific, the ASPPA Annual Conference! Listen to what JJ does as a fellow third-party administrator and why he enjoys the profession. Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We have a new episode of TPA Tidbits for you all and it's one of our favorite types of episodes - meet the team! As Hailey and Tara both approach their one-year anniversary with the Sentinel team, we thought it would be fun to sit down and introduce them on the pod. Get to know Hailey and Tara a little bit more through their interviews and learn what they like best about being TPAs! Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We are excited to be joined today by Justin Mitchell of Olinde Financial Group! Justin is a Financial Consultant for the group and talks about all of the wonderful services they offer their clients. Listen to learn how Justin and Melissa work together to make a dream team of Sentinel and Olinde. Visit their website: Home | Olinde Financial Group Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We are so honored to be joined by local celebrities, Pete and Bill Bush! The Bush Brothers come to us from Horizon Financial Group right here in Baton Rouge. This episode focuses on their latest endeavor, their very own book! The Runway Decade is available now for purchase and you definitely want to get your hands on a copy. This book explores opportunities for those nearing retirement age; however, it's never too early to start thinking about retirement. Thanks for joining us, Pete and Bill! Visit their website: The Runway Decade Buy their book: The Runway Decade: Building a Pre-Retirement Flight Plan in Your Fifties: Bush, Pete, Bush, Bill Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
This episode, Melissa is joined by Fiduciary Wise partner, Marta Hurst! Melissa and Marta have become great friends through the retirement plan industry and it was so nice having Marta come to Baton Rouge for a visit. They discuss what exactly Marta does as a 402(a) and how her role is both similar and different to Melissa's as a TPA. Thanks for recording with us, Marta! ERISA Plan Fiduciary | Fiduciary Expert | Fiduciary Compliance | Fiduciary Wise Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We are back with a new TPA Tidbit Tuesday for you all! This week, we are joined by ERISA Attorney, Jennifer Wiczynski, Esq., also known in our office as OJ! OJ explains what she does as an ERISA Attorney, as well as situations when it may be helpful to seek legal advice in regards to retirement plan compliance. Thanks for joining us, OJ! Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We have an exciting guest for this week's tidbit - Doug Allen! Doug represents Nationwide as one of the recordkeepers we work with at Sentinel Pension. Melissa and Doug have worked together for quite some time now and we are so glad he was able to come on the podcast and speak a little about what he does! Call us at 225-300-8478 Visit our website at choosesentinel.com Stay tuned for more tidbits regarding retirement plans. Have a question for us? Please email 401k@choosesentinel.com. Follow us on LinkedIn Follow us on Facebook Music by Adam Vitovsky
We had a lovely time chatting over Zoom with Trisha Morrison of The Pangburn Group! This group is based out of New Roads, Louisiana, and they specialize in non-qualified benefit plans. They certainly help us out with any questions regarding these specific plans and we love being able to send them referrals. Thanks for joining us, Trisha!Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
We have such a fun episode of TPA Tidbits for you! In this episode, we are joined by Financial Advisor (and friend) Andy Bush of Horizon Financial Group. He gives great insight on current market updates, why the market changes, and roles of a financial advisor. Thanks Andy for taking the time to chat with us!Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
We are back after a bit of a hiatus with a new episode of TPA Tidbits for you all! In this episode, Melissa and Maggie do a bit of a role play to demonstrate the relationship between TPAs and Financial Advisors. They emphasize the difference between Sentinel and an ordinary bundled provider to show the Sentinel Difference!Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
We are back with a brand new season and new episode of TPA Tidbits! To kick off the new year, we thought it would be a good idea to cover a few New Year's housekeeping items. Listen as Melissa and Maggie chat about what is in store for the podcast this year, as well as some things to note for this time of year for your retirement plan.Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
We are back with a new TPA Tidbit for you! This week, we are joined by Sentinel team member, Maggie Robinson to discuss all of the end of the year notices that you encounter. What are they? How are you noticed? Melissa and Maggie answer all of these questions and ease your worries regarding any notices that your plan may require!Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
This week we are continuing our new series on TPA Tidbits, Meet the Team! We wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. Next up is Sentinel team member, Kasey Melancon! Kasey has been with the team for 4 years now and we are so lucky to have him as the newest manager in our department. He is a genius with numbers and is also an excellent leader to our team members. Kasey definitely keeps everything together and is such a hardworking and humble member of our team. Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
This week we are continuing our new series on TPA Tidbits, Meet the Team! We wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. Next up is Sentinel team member, Donna Nichols! Donna has been with the firm for almost 20 years now and definitely keeps us together. Her knowledge in the pension area, combined with her positive spirit, is why she is such an asset to the team. Donna works closely with our participants to help them out with their loans and distributions from their retirement plans. She truly loves putting herself in their shoes and helping the participants in any way she can. Thanks for joining us, Donna!Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
This week we are kicking off a new series on TPA Tidbits, Meet the Team! We have had a handful of guests on this podcast, but we wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. First up is our newest Sentinel team member, Anna Heine! Anna started at Sentinel as an intern and joined the team full time when she graduated from LSU this past May. Listen to learn about Anna, the role she plays on our team, and what she likes about her job.Call us at 225-300-8478Visit our website at choosesentinel.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitovsky
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