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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Music by Adam Vitovsky