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 what went wrong,how they fixed it, and the lessons learned to help others avoid similar nightmares.

Whether you’re a plan sponsor, advisor, or just love a goodcompliance thriller, this episode will leave you grateful for a smooth audit and a well-run plan.

Tune in for:

• Red flags in open MEPs and plan administration
• What happens when contributions go to the wrong source
• Real-world insights into VCP and DOL audit resolutions
• Why "fixing" is sometimes scarier than the original mistake

Happy Halloween — and may your plan never haunt you! 🎃

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

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Music by Adam Vitovsky