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The Sentinel Show
By Sentinel PensionBusiness
The Sentinel Show episodes
- S3E6: What Does an Actuary Do?
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.
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
30 min - S3E5: COLA Limits
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)
Call us at 225-300-8478
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
14 min - S3E4: What the Fiduciary?
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)
Call us at 225-300-8478
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
14 min - S3E3: All About Census Data
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
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
14 min - S3E2: Jeremy Klibert: Pension Contributions and Tax Planning
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
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
20 min - S3E1: TPA Tidbits is now The Sentinel Pension Show!
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)
Call us at 225-300-8478
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
16 min - S2E18: Jamie Taylor: Let's Talk Mortgage Lending!
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.
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
Follow us on Facebook
Music by Adam Vitovsky
41 min - S2E17: Mickie Murphy, Missing Participants, & Audits
On today's tidbit, Melissa is joined by Mickie Murphy, ERPA,
QPA, QKC, President of Blue Benefits Consulting out of Carmel, Indiana. She hasbeen in the retirement plan industry for over 40 years. Mickiespecializes in retirement plan consulting, plan design and correction. She bringsa wealth of knowledge to the show! While this comes as no surprise to our regularlisteners, Melissa and Mickie met at…you guessed it, a conference! Listenas the ladies discuss what happens when a plan has a “missing participant” andaudits on 401(k) plans.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
Follow us on Facebook
Music by Adam Vitovsky
28 min - S2E16: TPA Tidbits w/ Michael Miranda CPA, QKA, AEP
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
consulting, estate planning, and employee benefits to his work as an independent consultant. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. Michael also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. Tune in as Melissa and Michael discuss the impact to welfare benefit of the ending of the public health and national emergencies.Call us at 225-300-8478Visit 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
Follow us on Facebook
Music by Adam Vitovsky
50 min - S2E15: TPA Tribe with Christina Wilson
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].
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
32 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.