The Sentinel Show
The Sentinel Show is presented by Sentinel Pension, a retirement plan consulting firm. Hosts Melissa Terito and Kasey Melancon discuss hot topics and current issues in the retirement plan industry. The podcast offers insights and analysis for professionals and listeners interested in retirement plan management.
Episodes
The Sentinel Show S7E9: The 401(k) Loan - What Plan Sponsors Need to Know
Are 401(k) loans a financial lifeline or a retirement trap? In the season finale, Melissa Terito and Kasey Melancon share their unfiltered takes on 401(k) loans, why they're skeptical of them, where they go wrong in practice, and what plan sponsors need to know before opening that door. From double taxation and missed payroll deductions to a participant who somehow borrowed $300,000 thinking t
The Sentinel Show S7E8: The Solo 401(k) Problem - You Can't Set It and Forget It
Think your Solo 401(k) is easy to manage because it's just you? Think again. In this episode of The Sentinel Show, Melissa Terito and Kasey Melancon tackle one of the retirement plan world's biggest traps: the deceptively "simple" Solo 401(k).Melissa and Kasey discuss why 75% of the Solo 401(k)s they see are set up incorrectly, often because business owners hired employees and di
The Sentinel Show S7E7: Are Your Businesses a Controlled Group? What Every Multi-Business Owner Needs to Know
Do you own more than one business? Even if they seem completely unrelated, the IRS may still consider them a single employer when it comes to your retirement plan — and that distinction could cost you.In this episode of The Sentinel Show, Melissa Terito and Kasey Melancon break down one of the most commonly misunderstood areas of retirement plan compliance: controlled groups and affiliated service
The Sentinel Show S7E6: AI in the Retirement Plan World
In this latest episode of The Sentinel Show, Kasey Melancon and Melissa Terito cut through the noise to talk about how we're actually using AI as a "thought partner." They’re diving into how we use "closed AI" to keep data secure while summarizing technical reports, using AI note-takers so you can actually be present in meetings instead of scribbling notes, and why the right prompt can get a clien
The Sentinel Show S7E5: Navigating PEPs, GoPs, and the 402(a) Difference
In this episode of The Sentinel Show, host Melissa Terito sits down with her friend of twelve years, Marta Hurst from Fiduciary Wise, to clear up the common confusion surrounding retirement plan fiduciaries and the "alphabet soup" of modern plan structures. Marta explains her role as a 402(a) fiduciary and how many plan sponsors don't even realize they hold fiduciary status. The conversation gets
The Sentinel Show S7E4: The Power of the Committee
Melissa Terito and Kasey Melancon are back to provide the "how-to" on staying protected. In this episode of The Sentinel Show, they dive deep into the world of Investment Committees—demystifying what they are, why they exist, and how to build one that actually adds value to your retirement plan.Whether you are managing a five-person startup or a $100 million plan, the hosts break down th
The Sentinel Show S7E3: The Long-Term Part-Time Rule Everyone Is About to Get Wrong
Most plan sponsors don’t realize they’re already on the clock—and 2026 is when it starts to matter.The long-term part-time (LT-PT) employee rule has been talked about for years, but now it’s no longer theoretical. If you have employees working 500+ hours and your plan has a year-of-service requirement, there’s a real risk you’re missing eligibility—and that mistake can get expensive fast.In this e
The Sentinel Show S7E2: The Don’ts of Being a Fiduciary: What Every Business Owner Needs to Know
If you sponsor a retirement plan, the fastest way to get into trouble is assuming fiduciary rules do not apply to you or overlooking warning signs when something feels off. In this episode of The Sentinel Show, Melissa Terito and Kasey Melancon break down the biggest fiduciary don’ts that can lead to audits, penalties, and unnecessary risk.You will hear why you cannot outsource all fiduciary respo
The Sentinel Show S7E1: The Do’s of Being a Fiduciary: What Every Business Owner Needs to Know
What does it actually mean to be a fiduciary, and are you one whether you realize it or not?In this season-opening episode of The Sentinel Show, Melissa Terito and Kasey Melancon kick off 2026 by revisiting one of the most misunderstood topics in retirement plans: fiduciary responsibility. Your title does not determine whether you are a fiduciary. Your actions do.This episode breaks down the core
S6E8: Educating Participants - The Overlooked Key to Retention and Engagement
As the year winds down, Melissa Terito and Kasey Melancon close out another season of The Sentinel Show with an important conversation on a topic that’s often overshadowed - participant education.In this episode, Melissa and Kasey dive into why it’s essential for employers to actively educate their employees about the retirement plan benefits they offer. They discuss how understanding plan provisi
S6E7: Retirement Plan Horror Stories
Just in time for Halloween, Melissa Terito and Kasey Melancon share some spine-tingling tales from the world of retirement plans! 👻In this episode, the hosts dive into two real-life “horror stories” that will make any plan sponsor’s skin crawl—from misplaced safe harbor contributions and unfiled 5500s to Department of Labor audits and $120,000 in missing deferrals. Melissa and Kasey break down wha
S6E6: Roth Catch-Up Rules - What Plan Sponsors Need to Know for 2026
In this episode of The Sentinel Show, hosts Melissa Terito and Kasey Melancon unpack one of the most significant upcoming changes from the SECURE 2.0 Act — the mandatory Roth catch-up requirement that applies to certain higher-income participants beginning January 1, 2026.They break down who’s affected, what plan sponsors and payroll providers need to do to stay compliant, and how HR teams can pre
S6E5: Finding a Way - Late-Year Retirement Plan Solutions
It’s officially 401(k) “selling season,” and Melissa Teritoand Kasey Melancon are diving into the strategies business owners can still use—even if key deadlines have already passed. They unpack what happens when employers miss the October 1st cutoff for establishing a safe harbor 401(k),explore how prior-year testing can provide flexibility for small business owners, and explain why plan design of
S6E4: Plan Investments and Cryptocurrency
Welcome back to The Sentinel Show! Today, Melissa and Kasey boldly go where this podcast hasn’t gone before: talking about investments. Specifically, we go over how cryptocurrency investments within 401(k) plans work and the risks involved when considering whether to invest in cryptocurrency, whether inside or outside of the plan itself. We aren’t investment advisors, but we are TPAs, so listen al
S6E3: SEPs and Cash Balance Plans
Welcome back to The Sentinel Show! Today, Melissa and Kasey tackle an unusual but important topic: pairing SEPs (Simplified Employee Pensions) with Cash Balance Plans.This question led to a deep dive into how these two types ofretirement plans can (and sometimes can’t) work together. Can you retroactively add a cash balance plan to a SEP? What’s the IRS rule about Form 5305? Why does the 31% combi
S6E2: Required Minimum Distributions
Welcome back to The Sentinel Show! We have a new episode for you to start your week off right. Today, Melissa and Kasey break down another acronym: RMDs, or Required Minimum Distributions. Once someone reaches a certain age, they have to take money out of their 401(k) plan, but there are many rules surrounding these distributions. How old do you have to be before these distributions are required?
S6E1: Business Change Impacts on Retirement Plans
Welcome back to The Sentinel Show! We have a new name and the same great content! We hope y’all have had a great summer break! This week, Kasey and Melissa catch us up on what they’ve been up to, and they also go over what happens when one business buys or sells another and how that impacts the company’s retirement plans. Can participants who have had their assets merged into another plan take a d
S5E10: Off-Track Plans
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 submissi
S5E9: Debunking the Cookie Cutter Plan Myth
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 snow
S5E8: Retirement Plan Fees
Welcome back to the Sentinel Pension Show! It’s almost the end 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
S5E7: Super Catch-Up Rules
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?
S5E6: Plan Implementation and Transfers
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:
S5E5: Optional Plan Document Provisions
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
S5E4: Top Heavy
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)Cal
S5E3: Force-Outs
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 t
S5E2: Distributions
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:
S5E1: Vesting
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 ep
S4E8: Cross Tested Profit Sharing
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 ar
S4E7: Integrated Profit Sharing
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 m
S4E6: Employer Matching
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 we
S4E5: Safe Harbor Contributions
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,
S4E4: Employee Deferrals
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
S4E3: Plan Eligibility
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 episo
S4E2: Plan Features
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 o
S4E1: Employer Information and Plan Information
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
S3E11: Season Finale - All About Plan Documents!
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
S3E10: What is a Fidelity Bond?
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-
S3E9: What is the Form 5500?
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
S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules
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.
V
S3E7: What is the LTPT (Long-term Part-time) Rule?
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 c
S3E6: What Does an Actuary Do?
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
S3E5: COLA Limits
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 Pensi
S3E4: What the Fiduciary?
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
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S3E3: All About Census Data
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)
S3E2: Jeremy Klibert: Pension Contributions and Tax Planning
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
S3E1: TPA Tidbits is now The Sentinel Pension Show!
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.
S2E18: Jamie Taylor: Let's Talk Mortgage Lending!
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
S2E17: Mickie Murphy, Missing Participants, & Audits
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 Micki
S2E16: TPA Tidbits w/ Michael Miranda CPA, QKA, AEP
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 consultati
S2E15: TPA Tribe with Christina Wilson
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.
Cal
S2E14: TPA Tribe with Shannon Edwards
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 a
S2E13: TPA Tribe with Amanda Iverson and Lynn Young
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 A
S2E12: TPA Tribe with Megan Crawford
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 ne
S2E11: Conference Friend - JJ McKinney
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 choosesentin
S2E10: Meet the Team: Hailey and Tara
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
S2E9: Olinde Financial Group
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
S2E8: The Runway Decade
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; howeve
S2E7: 402(a) and a TPA
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 | Fid
S2E6: What is an ERISA Attorney?
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
S2E5: Meet Doug Allen from Nationwide!
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
S2E4: Non-Qualified Plans 101
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.co
S2E3: A Market Update from Andy Bush
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
S2E2: The Sentinel Difference
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
S2E1: New Year Housekeeping Items
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
Notices, Notices, Notices
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 tu
Meet the Team: Kasey Melancon
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
Meet the Team: Donna Nichols
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
Meet the Team: Anna Heine
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.
Unbundling the Bundled Retirement Plan
This week, we are joined by Sentinel Pension's very own, Maggie Robinson! Maggie focuses on business development within our team and loves working with our clients to make sure they feel educated and confident about their plan. In this episode, Melissa and Maggie discuss the three components of your plan when you go "unbundled." We talk about Financial Advisors, Recordkeepers, and T
401(k) Audits with Lloyd Johnson
We are so excited to bring you an episode of TPA Tidbits all about 401(k) audits! We are joined by Lloyd Johnson, one of our audit partners at Faulk & Winkler, to discuss the importance of a plan audit and what you should do to stay compliant. Contact Lloyd: ljohnson@fw-cpa.comStay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Fo
Compliance and Culture with Keli
We had so much fun chatting with Keli Boudreaux of Pelican State Credit Union! Pelican State is actually a Sentinel Pension client and we adore working with them and their team. As the Payroll and Benefits Specialist, Keli is responsible for their 401(k) plan and is able to offer several tips from the plan sponsor side. Her spunk and passion for benefits is truly unmatched, and she will certainly
Common Form 5500 Errors
This week, we are joined by Sentinel Pension Senior Manager of Business Operations, Kasey Melancon! Kasey and Melissa discuss some common errors they have seen on the Form 5500 and what to do to avoid these mistakes and penalties. We even get to hear from Faulk & Winkler Partner, Scott Lazarone. This certainly a more exciting episode of TPA Tidbits!Stay tuned for more tidbits regarding retire
Labor and Employment Law with Jennifer Anderson
We are so excited to be joined this week by Jennifer Anderson! Jennifer is a labor and employment attorney and Shareholder at Baker Donelson here in Baton Rouge. She and Melissa have crossed paths on several occasions in the retirement plan world and we are honored that she could join us for TPA Tidbits. Thanks for coming on the show, Jennifer!Jennifer Anderson | Baker DonelsonStay tuned for more
Cares Act Recap
This week Melissa recaps some of the important aspects of the Cares Act. Specifically, she touches on items related to Coronavirus Related Distributions (CRDs) and loans.Stay 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
Retirement Plan Myths Busted
This week, Melissa is here to bust some common retirement plan myths. She covers four myths that she has worked with frequently and provides clear answers for each one.Stay 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
What is a Fiduciary?
Welcome back to TPA Tidbits: A Podcast by Sentinel Pension! This week, Melissa explains what exactly a fiduciary is and who may have fiduciary duties. She also emphasizes the importance that your TPA plays when it comes to dealing with fiduciary responsibilities.Stay tuned for more tidbits regarding retirement plans.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedIn
Plan Terminations
This week Melissa explains retirement plan terminations. While this may have a negative connotation, it is important to understand the point of a termination. Stay 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
Cash Balance & Non-Qualified Plans
This week, Melissa is here to touch on some different types of retirement plans that you might not be familiar with. She explains the purpose of each one and why it may be beneficial to you and your company.Stay 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
IRS and DOL Audits
Today Melissa discusses the importance of IRS and DOL audits on retirement plans. She explains the purpose of the audits, as well as what happens when your plan is pulled for an audit. She also explains the importance of having a well informed TPA when it comes to these audits.Have a question for us? Please email 401k@choosesentinel.com.Follow us on LinkedInFollow us on FacebookMusic by Adam Vitov
How Mergers and Acquisitions Affect Retirement Plans
In this episode, Melissa explains the importance of notifying your TPA when your company plans take part in a merger or acquisition. While it may not be the first thing you think of when acquiring a new business, it is crucial that the proper steps are taken to keep your retirement plan in compliance. There are many technicalities that are often overlooked that could be detrimental to your plan.St
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