This week we are continuing our new series on TPA Tidbits, Meet the Team! We wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. Next up is Sentinel team member, Kasey Melancon! Kasey has been with the team for 4 years now and we are so lucky to have him as the newest manager in our department. He is a genius with numbers and is also an excellent leader to our team members. Kasey definitely keeps everything together and is such a hardworking and humble member of our team. 

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

This week we are continuing our new series on TPA Tidbits, Meet the Team! We wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. Next up is Sentinel team member, Donna Nichols! Donna has been with the firm for almost 20 years now and definitely keeps us together. Her knowledge in the pension area, combined with her positive spirit, is why she is such an asset to the team. Donna works closely with our participants to help them out with their loans and distributions from their retirement plans. She truly loves putting herself in their shoes and helping the participants in any way she can. Thanks for joining us, Donna!

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].

Follow us on LinkedIn

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Music by Adam Vitovsky

This week we are kicking off a new series on TPA Tidbits, Meet the Team! We have had a handful of guests on this podcast, but we wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. First up is our newest Sentinel team member, Anna Heine! Anna started at Sentinel as an intern and joined the team full time when she graduated from LSU this past May. Listen to learn about Anna, the role she plays on our team, and what she likes about her job.

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].

Follow us on LinkedIn

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Music by Adam Vitovsky

This week, we are joined by Sentinel Pension's very own, Maggie Robinson! Maggie focuses on business development within our team and loves working with our clients to make sure they feel educated and confident about their plan. In this episode, Melissa and Maggie discuss the three components of your plan when you go "unbundled." We talk about Financial Advisors, Recordkeepers, and TPAs. Give us a call or visit our website for information about using a TPA!

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

We are so excited to bring you an episode of TPA Tidbits all about 401(k) audits! We are joined by Lloyd Johnson, one of our audit partners at Faulk & Winkler, to discuss the importance of a plan audit and what you should do to stay compliant.

Contact Lloyd: [email protected]

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

We had so much fun chatting with Keli Boudreaux of Pelican State Credit Union! Pelican State is actually a Sentinel Pension client and we adore working with them and their team. As the Payroll and Benefits Specialist, Keli is responsible for their 401(k) plan and is able to offer several tips from the plan sponsor side. Her spunk and passion for benefits is truly unmatched, and she will certainly get you excited to talk about retirement planning. Thank you so much for joining us, Keli!

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

This week, we are joined by Sentinel Pension Senior Manager of Business Operations, Kasey Melancon! Kasey and Melissa discuss some common errors they have seen on the Form 5500 and what to do to avoid these mistakes and penalties.  We even get to hear from Faulk & Winkler Partner, Scott Lazarone. This certainly a more exciting episode of TPA Tidbits!

Stay tuned for more tidbits regarding retirement plans.

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Music by Adam Vitovsky

We are so excited to be joined this week by Jennifer Anderson! Jennifer is a labor and employment attorney and Shareholder at Baker Donelson here in Baton Rouge. She and Melissa have crossed paths on several occasions in the retirement plan world and we are honored that she could join us for TPA Tidbits. Thanks for coming on the show, Jennifer!

Jennifer Anderson | Baker Donelson

Stay tuned for more tidbits regarding retirement plans.

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Music by Adam Vitovsky

This week Melissa recaps some of the important aspects of the Cares Act. Specifically, she touches on items related to Coronavirus Related Distributions (CRDs) and loans.

Stay tuned for more tidbits regarding retirement plans.

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Music by Adam Vitovsky 

This week, Melissa is here to bust some common retirement plan myths. She covers four myths that she has worked with frequently and provides clear answers for each one.

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