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!   

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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. 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)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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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 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)⁠⁠⁠⁠⁠⁠⁠⁠⁠

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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 form 5500 and what exactly that form entails. Listen along to learn about the importance of this form for your employer sponsored retirement 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 another rule impacted by SECURE 2.0. This particular rule now allows a Simple Plan to be converted to a 401(k) Safe Harbor Plan, mid-year! Listen along to learn how this could be helpful for your employer sponsored 401(k) plan and what this could mean for you.

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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 Long-term Part-time Rule, or LTPT for short. Under this rule and certain requirements, part-time employees may be granted eligibility to enter employer sponsored 401(k) plans. Listen along to learn all of the requirements and how this rule can benefit your company in terms of recruiting, retention, and other areas as well.

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 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.

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 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)⁠⁠

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Music by Adam Vitovsky