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.

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Music by Adam Vitovsky

Listen to how Shannon got her start, and the ladies dive into Secure 2.0 Act discussing what Shannon calls the "Lovechild Rule" and a couple other key points.

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Music by Adam Vitovsky

We have another TPA Tidbits lined up for you today! On today's tidbit, Melissa is joined by Amanda Iverson and Lynn Young of Pinnacle Plan Design in Arizona (via Zoom).  Amanda is the CEO of PPD and Lynn is a Consulting Actuary of PPD.  Similar to most of our Tidbits guests, these three amigas were introduced and have become friends all thanks to the retirement industry. Listen to what Amanda, Lynn, and Melissa think about the newly passed Secure 2.0 Act.

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We are back with TPA Tidbits! On today's tidbit, Melissa is joined by fellow TPA, Megan Crawford of Williams Benefit Consulting. She is joining us via Zoom all the way from Quincy, IL. Megan and Melissa were introduced and have become friends all thanks to the retirement industry. Listen to what Megan and Melissa think everyone should know regarding their retirement plans now that we are in the new year.

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Music by Adam Vitovsky

We have an exciting guest on today's tidbit - JJ McKinney! JJ is joining us via Zoom all the way from Georgia. He and Melissa were introduced and have become friends all thanks to the retirement industry, in specific, the ASPPA Annual Conference! Listen to what JJ does as a fellow third-party administrator and why he enjoys the profession.

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We have a new episode of TPA Tidbits for you all and it's one of our favorite types of episodes - meet the team! As Hailey and Tara both approach their one-year anniversary with the Sentinel team, we thought it would be fun to sit down and introduce them on the pod. Get to know Hailey and Tara a little bit more through their interviews and learn what they like best about being TPAs!

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We are excited to be joined today by Justin Mitchell of Olinde Financial Group! Justin is a Financial Consultant for the group and talks about all of the wonderful services they offer their clients. Listen to learn how Justin and Melissa work together to make a dream team of Sentinel and Olinde. 

Visit their website: Home | Olinde Financial Group

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We are so honored to be joined by local celebrities, Pete and Bill Bush! The Bush Brothers come to us from Horizon Financial Group right here in Baton Rouge. This episode focuses on their latest endeavor, their very own book! The Runway Decade is available now for purchase and you definitely want to get your hands on a copy. This book explores opportunities for those nearing retirement age; however, it's never too early to start thinking about retirement. Thanks for joining us, Pete and Bill! 

Visit their website: The Runway Decade

Buy their book: The Runway Decade: Building a Pre-Retirement Flight Plan in Your Fifties: Bush, Pete, Bush, Bill

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This episode, Melissa is joined by Fiduciary Wise partner, Marta Hurst! Melissa and Marta have become great friends through the retirement plan industry and it was so nice having Marta come to Baton Rouge for a visit. They discuss what exactly Marta does as a 402(a) and how her role is both similar and different to Melissa's as a TPA. Thanks for recording with us, Marta!

ERISA Plan Fiduciary | Fiduciary Expert | Fiduciary Compliance | Fiduciary Wise

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We are back with a new TPA Tidbit Tuesday for you all! This week, we are joined by ERISA Attorney, Jennifer Wiczynski, Esq., also known in our office as OJ! OJ explains what she does as an ERISA Attorney, as well as situations when it may be helpful to seek legal advice in regards to retirement plan compliance. Thanks for joining us, OJ!

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