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The Sentinel Show
By Sentinel PensionBusiness
The Sentinel Show episodes
- S5E7: Super Catch-Up Rules
Welcome back to the Sentinel Pension Show! For today’sepisode, Kasey and Melissa go over retirement plan rules. We review the new super catch-up rules applicable in 2025, how plan limits have increased, how the super catch-up formula works, and options employees have. We also go employeecontribution limits and 415 limits. Listen along to learn 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
13 min - S5E6: Plan Implementation and Transfers
Welcome back to the Sentinel Pension Show! On today’sepisode, Melissa is joined by Sentinel Pension team member, Hailey Bass! Today’s episode covers how the sales and implementation process works for new plans. We talk about startup plans, a transfer of assets, target date funds, 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
13 min - S5E5: Optional Plan Document Provisions
Welcome back to the Sentinel Pension Show! On today’s episode, we are wrapping up our series on plan documents. We’re talking about the SECURE, CARES, and CAA amendments as well as optional provisions that plan documents may have, including qualified birth and adoption distributions, RMD provisions, the hardship amendment, and 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
11 min - S5E4: Top Heavy
Welcome back to the Sentinel Pension Show! For this fourth episode, Melissa and Kasey are going over what it means for a plan to be top heavy. We review what a top heavy plan is, who gets top heavy minimums, and how that affects compliance testing.
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
13 min - S5E3: Force-Outs
Welcome back to the Sentinel Pension Show! For this third episode, Melissa and Kasey are going over force-outs. We review what force-outs are, the benefits of removing terminated employees from a plan, and plan sponsors' responsibilities as they pertain to force-outs. We also break down the process for conducting a force-out from a plan and provide a few recommendations for handling removing terminated employees from a benefit 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
Follow us on Facebook
Music by Adam Vitovsky
11 min - S5E2: Distributions
Welcome back to the Sentinel Pension Show! This week, we’re talking all about distributions. Kasey and Melissa go over what distributions are, the importance of only issuing distributions that are qualified, in-service distributions, hardship distributions, retirement age, and 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
14 min - S5E1: Vesting
Welcome back to the Sentinel Pension Show! Melissa and Kasey are starting off this brand new season continuing our discussion of the plan adoption agreement. This next section is all about vesting, or when you become entitled to employer contributions given to a retirement plan. We go over vesting schedules, forfeiture accounts, the rule of parity, 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
15 min - 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
15 min - 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
Follow us on LinkedIn
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Music by Adam Vitovsky
14 min - 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
Follow us on Facebook
Music by Adam Vitovsky
14 min
About The Sentinel Show
From the publisher's feed
Sentinel Pension presents The Sentinel Show! Join Sentinel Pension Partner, Melissa Terito, and Director, Kasey Melancon, as they explore hot topics in the retirement plan industry.