TPA Tidbits: A Sentinel Pension Podcast: Recent Episodes
Sentinel Pension
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 employees. Have a question relating to your retirement plan? Shoot us an email at 401k@choosesentinel.com.
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!
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Welcome back to the Sentinel Pension Show! On today’sepisode, Kasey and Melissa go over some of the plan features, which cover thetypes of contributions within the plan. We go over the importance of not onlydrafting plan features which ensure the plan is compliant, but also thatprovisions within the plan document to allow plan sponsors flexibility. We alsoreview the compensation section of plan features and go over some options tomake this section as simple or as complex as the plan sponsor would like.
Have any questions about this episode’s topic? Let us know!
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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!
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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!
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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.
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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)
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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.
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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.
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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.
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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.
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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.
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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!
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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.
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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.
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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.
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On today's tidbit, Melissa is joined by Mickie Murphy, ERPA,QPA, QKC, President of Blue Benefits Consulting out of Carmel, Indiana. She hasbeen in the retirement plan industry for over 40 years. Mickiespecializes in retirement plan consulting, plan design and correction. She bringsa wealth of knowledge to the show! While this comes as no surprise to our regularlisteners, Melissa and Mickie met at…you guessed it, a conference! Listenas the ladies discuss what happens when a plan has a “missing participant” andaudits on 401(k) plans.
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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 taxconsulting, 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
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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.
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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.
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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.
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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.
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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.
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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!
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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
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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
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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
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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!
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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!
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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!
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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!
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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!
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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.
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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!
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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.
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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!
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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.
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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 TPAs. Give us a call or visit our website for information about using a TPA!
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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.com
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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 get you excited to talk about retirement planning. Thank you so much for joining us, Keli!
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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!
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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 Donelson
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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.
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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.
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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.
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This week Melissa explains retirement plan terminations. While this may have a negative connotation, it is important to understand the point of a termination.
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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.
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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.
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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.
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We are so excited to be joined by not one, but two fantastic guests this week! The 401(k) Brothers, Andy and Bill Bush, are here to explain the importance and value of having a financial advisor on your retirement plan. We had so much fun recording this episode in their studio - thanks, guys!
Visit Horizon's website!
Contact Andy Bush: abush@horizonfg.com
Contact Bill Bush: bbush@horizonfg.com
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Contact Melissa: mterito@choosesentinel.com
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Melissa is solo today in an informative chat about ADP testing! Learn some TPA lingo and acronyms as she explains the purpose of this particular test. This topic is especially important for this time of year as all of our plans must be tested before the March 15th deadline. Please reach out if you need help with your retirement plan!
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This week, Melissa is joined by Sentinel team member, Kasey Melancon! They discuss the difference between the different employer contribution options to your 401(k) Plan, as well as the pros and cons to each option.
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Melissa is solo in today's episode as she discusses the importance of collecting year-end census data in regards to your 401(k) plan. While it may seem like any annoying hassle, it is extremely important that this information is gathered so that we can keep your plan in compliance.
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On today's episode, Melissa is joined by Sentinel team member, Taylar Savaski. They talk about how Taylar came to be a TPA and about her interesting hobby. They then discuss recent changes to the hardship rules for 401(k) plans.
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Welcome to the first episode of TPA Tidbits! Thanks for stopping by.
In this episode, Sentinel Pension Partner, Melissa Terito, is joined by Maggie Robinson as they discuss the important differences between a Simple IRA and a 401(k) Plan.
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