Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey are joined by Lynn Young of Pinnacle Plan Design. Lynn has become one of Melissa's dear friends through countless retirement industry conferences and we are so excited that she was able to Zoom in for this episode. Listen along to learn what exactly Lynn does as an actuary and how she is involved with both Cash Balance and Defined Benefit plans.

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Music by Adam Vitovsky

Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss COLA limits, or Cost of Living Adjustment limits. These limits change annually, so it is important to stay up to date on the latest limits and know how they can impact your retirement plan contributions.

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Music by Adam Vitovsky

Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey answer the question, "What is a fiduciary?" Listen along to learn about fiduciary duties and who may be considered the fiduciary on your 401(k) plan.

Visit our website for more information: ⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠

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Music by Adam Vitovsky

Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey discuss the importance of providing complete and accurate census data. While some of it may seem unnecessary for employers to provide, it is a crucial aspect of keeping your 401k plan in compliance!

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

Welcome to The Sentinel Pension Show! We have a new episode for you to start your Tuesday off right. This week, Melissa and Kasey are joined by Jeremy Klibert, tax partner at Faulk & Winkler. They discuss the ways that retirement plan contributions factor into tax returns, pension contribution considerations, and much more. Thanks for giving us a listen as we dive into complicated topics that we hope to make easier understand for everyone.

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

Welcome to The Sentinel Pension Show (formerly TPA Tidbits)! We are back with a new name and new artwork to kick off this podcast rebrand. Sentinel Pension Partner, Melissa Terito, is now joined by Director, Kasey Melancon, as they tackle hot topics in the retirement plan industry. Thanks for giving us a listen as we dive into complicated topics that we hope to make easier understand for everyone.

Visit our website for more information: Sentinel Pension (sp-tpa.com)

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Music by Adam Vitovsky

On today's tidbit, Melissa is joined by Jamie Taylor, Branch Manager & Loan Originator of The Mortgage Firm in Baton Rouge. She has been a specialist in the mortgage industry since 2007, offering a wide range of knowledge of home loan products. Jamie has assisted over 1100 families with their home loans. She is licensed through the National Mortgage Licensing System and Registry. Listen as the ladies discuss mortgages, interest rates, and answer some common questions people often ask.

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Music by Adam Vitovsky

On today's tidbit, Melissa is joined by Mickie Murphy, ERPA,

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Music by Adam Vitovsky

Melissa is joined by Michael Miranda CPA, QKA, AEP of Miranda CPA & Consulting LLC out of Sioux Falls, SD. Michael brings 47 years of experience in tax

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Music by Adam Vitovsky

On today's tidbit, Melissa is joined by Christina Wilson, Senior Benefits Consultant and Team Manager at Dunbar, Bender, & Zapf out of Pittsburgh, PA. Like many of our guests, she, too, is a member of American Society of Pension Professionals & Actuaries (ASPPA), which is where Melissa and Christina met. Listen as the ladies discuss ESOPs - what they are and who they are a fit for.

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