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The Sentinel Show
By Sentinel PensionBusiness
The Sentinel Show episodes
- 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
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Music by Adam Vitovsky
18 min - 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 aboutemployee deferrals. Kasey and Melissa review the different parameters theyoften see for employee deferral eligibility and deferral modification dates. Weexplain automatic enrollment, permissible withdrawals, major rule changes dueto 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
17 min - 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: SentinelPension (sp-tpa.com)Call us at 225-300-8478
Follow us on LinkedIn
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Music by Adam Vitovsky
20 min - 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 thetypes of contributions within the plan. We go over the importance of not onlydrafting plan features which ensure the plan is compliant, but also thatprovisions within the plan document to allow plan sponsors flexibility. We alsoreview the compensation section of plan features and go over some options tomake 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
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Facebook Music by Adam Vitovsky
20 min - 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
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Music by Adam Vitovsky
18 min - 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
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Music by Adam Vitovsky
17 min - 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
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Music by Adam Vitovsky
13 min - S3E9: What is the Form 5500?
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)
Call us at 225-300-8478
Follow us on LinkedIn
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Music by Adam Vitovsky
14 min - S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules
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.
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
12 min - S3E7: What is the LTPT (Long-term Part-time) Rule?
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)
Call us at 225-300-8478
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
15 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.