The Sentinel Pension Show

By Sentinel Pension

Sentinel Pension presents the Sentinel Pension Show! Join Sentinel Pension Partner, Melissa Terito, and Director, Kasey Melancon, as they explore hot topics in the retirement plan industry.... more

· Business

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FAQs about The Sentinel Pension Show:

How many episodes does The Sentinel Pension Show have?

The podcast currently has 59 episodes available.

The Sentinel Pension Show episodes:

December 09, 2024 S4E8: Cross Tested Profit Sharing
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss new comparability, also known as cross tested profit sharing, which is a method of providing a higher percentage which normally results in a higher dollar amount of a profit sharing to the business owners versus what they have to give their rank-and-file employees. They discuss how safe harbor non-elective contributions are normally paired with new comparability, the gateway test, contribution growth over time, and much more! After this episode, we will be taking a break for the holidays. We look forward to creating new episodes for you soon!
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
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15min
November 25, 2024 S4E7: Integrated Profit Sharing
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss integrated profit sharing. We review what a profit sharing contribution is, how integrated profit sharing came about, and how integrated profit sharing is calculated. We also discuss vesting schedules, allocation
conditions, and much more!
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
...more
14min
November 11, 2024 S4E6: Employer Matching
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss the next section of the plan document all about employer matching contributions. We review what a participant has to do in order to receive a matching contribution, discretionary matches vs. safe harbor matches, testing requirements, and much more!
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
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Music by Adam Vitovsky
...more
14min
October 28, 2024 S4E5: Safe Harbor Contributions
Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss the next section of the plan document, safe harbor contributions. Safe Harbor contributions are a type of employer contribution that have special provisions and mandates around them. We discuss how these types of contributions may help with reaching business owners’ goals, we break down average deferral percentage testing, and benefits of making a fully funded safe harbor contribution.
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
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Music by Adam Vitovsky
...more
18min
October 14, 2024 S4E4: Employee Deferrals
Welcome back to the Sentinel Pension Show! On today’s
episode, Kasey and Melissa discuss the next section of the plan document about
employee deferrals. Kasey and Melissa review the different parameters they
often see for employee deferral eligibility and deferral modification dates. We
explain automatic enrollment, permissible withdrawals, major rule changes due
to SECURE 2.0, voluntary after-tax contributions, and much more!
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
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Music by Adam Vitovsky
...more
17min
September 30, 2024 S4E3: Plan Eligibility
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!
Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentinel
Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Call us at 225-300-8478
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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Music by Adam Vitovsky

...more
20min
September 17, 2024 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
...more
20min
September 03, 2024 S4E1: Employer Information and Plan Information
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!

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
...more
18min
May 28, 2024 S3E11: Season Finale - All About Plan Documents!
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!
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
...more
17min
May 14, 2024 S3E10: What is a Fidelity Bond?
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.
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
...more
13min

FAQs about The Sentinel Pension Show:

How many episodes does The Sentinel Pension Show have?

The podcast currently has 59 episodes available.