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!

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 [email protected].

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Music by Adam Vitovsky

This week, the Louisiana Ladies are joined by Phyllis Gremillion of Holmes Building Materials. This was also our first ever episode live from happy hour! We had so much fun sipping wine while chatting with Phyllis. She is a total boss babe, and although she said she would rather get advice from others, she gave some outstanding advice about being a working mom in a man's world. Thank you for joining us, Phyllis!

This week we have our own local Baton Rouge celebrity, Chuck Hustmyre! Chuck is a retired federal agent turned author and screenwriter. Chuck tells us all about his experiences working with the Bureau of Alcohol, Tobacco, Firearms and Explosives in New Orleans and how he became a writer. He is also one of the funniest people we have ever met and kept us laughing the entire time! 

chuckhustmyre.com

Amazon.com: Chuck Hustmyre: Books, Biography, Blog, Audiobooks, Kindle

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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: [email protected]

Stay tuned for more tidbits regarding retirement plans.

Have a question for us? Please email [email protected].

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Music by Adam Vitovsky

We are so excited to visit with Abby Hamilton on this week's episode of Louisiana Ladies podcast! Abby is a total boss babe - from owning her own consulting business, to planning events for the Baton Rouge Business Report and Epicurean Society, she truly does it all. We loved listening to how she got started in the food industry and where her love for the culinary arts came from. We had a blast getting to know Abby and can't wait for you to listen!

Find Abby on Facebook: Abigail R Hamilton | Facebook

Baton Rouge Epicurean Society

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We have such an exciting guest on this week's episode! Keli Boudreaux is the Payroll and Benefits Specialist at Pelican State Credit Union. She is actually a Sentinel Pension client, and an absolute pleasure to work with. We learned so many interesting things about Keli during our interview and we are so excited for you to have a listen!

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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!

Stay tuned for more tidbits regarding retirement plans.

Have a question for us? Please email [email protected].

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Music by Adam Vitovsky

We had an absolute blast recording this episode with Tere and James Hyfield of Red Stick Reads! It was so much fun to learn about them and their relationship, as well as how they became book shop owners. This episode is full of stories and genuine conversation. Be sure to check out Red Stick Reads here in Baton Rouge!

Red Stick Reads

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We are so excited to be joined this week by our very own, Scott Lazarone! Scott and Melissa are business partners at Faulk & Winkler, and we had so much fun recording with this Louisiana Lad. We got to know Scott a little better and learn even more about his career journey. Thank you for being such a good sport and coming on the pod, Scott!

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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!

Stay tuned for more tidbits regarding retirement plans.

Have a question for us? Please email [email protected].

Follow us on LinkedIn

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Music by Adam Vitovsky