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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 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
View all episodes
By Sentinel Pension
5
33 ratings
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