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The Sentinel Show
By Sentinel PensionBusiness
The Sentinel Show episodes
- S2E4: Non-Qualified Plans 101
We had a lovely time chatting over Zoom with Trisha Morrison of The Pangburn Group! This group is based out of New Roads, Louisiana, and they specialize in non-qualified benefit plans. They certainly help us out with any questions regarding these specific plans and we love being able to send them referrals. Thanks for joining us, Trisha!
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 Vitovsky35 min - S2E3: A Market Update from Andy Bush
We have such a fun episode of TPA Tidbits for you! In this episode, we are joined by Financial Advisor (and friend) Andy Bush of Horizon Financial Group. He gives great insight on current market updates, why the market changes, and roles of a financial advisor. Thanks Andy for taking the time to chat with us!
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 Vitovsky49 min - S2E2: The Sentinel Difference
We are back after a bit of a hiatus with a new episode of TPA Tidbits for you all! In this episode, Melissa and Maggie do a bit of a role play to demonstrate the relationship between TPAs and Financial Advisors. They emphasize the difference between Sentinel and an ordinary bundled provider to show the Sentinel Difference!
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 Vitovsky19 min - S2E1: New Year Housekeeping Items
We are back with a brand new season and new episode of TPA Tidbits! To kick off the new year, we thought it would be a good idea to cover a few New Year's housekeeping items. Listen as Melissa and Maggie chat about what is in store for the podcast this year, as well as some things to note for this time of year for your retirement plan.
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 Vitovsky14 min - Notices, Notices, Notices
We are back with a new TPA Tidbit for you! This week, we are joined by Sentinel team member, Maggie Robinson to discuss all of the end of the year notices that you encounter. What are they? How are you noticed? Melissa and Maggie answer all of these questions and ease your worries regarding any notices that your plan may require!
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 Vitovsky13 min - Meet the Team: Kasey Melancon
This week we are continuing our new series on TPA Tidbits, Meet the Team! We wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. Next up is Sentinel team member, Kasey Melancon! Kasey has been with the team for 4 years now and we are so lucky to have him as the newest manager in our department. He is a genius with numbers and is also an excellent leader to our team members. Kasey definitely keeps everything together and is such a hardworking and humble member of our team.
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 Vitovsky15 min - Meet the Team: Donna Nichols
This week we are continuing our new series on TPA Tidbits, Meet the Team! We wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. Next up is Sentinel team member, Donna Nichols! Donna has been with the firm for almost 20 years now and definitely keeps us together. Her knowledge in the pension area, combined with her positive spirit, is why she is such an asset to the team. Donna works closely with our participants to help them out with their loans and distributions from their retirement plans. She truly loves putting herself in their shoes and helping the participants in any way she can. Thanks for joining us, Donna!
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 Vitovsky21 min - Meet the Team: Anna Heine
This week we are kicking off a new series on TPA Tidbits, Meet the Team! We have had a handful of guests on this podcast, but we wanted to formally introduce you to all of the Sentinel team members that keep things running smoothly. First up is our newest Sentinel team member, Anna Heine! Anna started at Sentinel as an intern and joined the team full time when she graduated from LSU this past May. Listen to learn about Anna, the role she plays on our team, and what she likes about her job.
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 Vitovsky13 min - Unbundling the Bundled Retirement Plan
This week, we are joined by Sentinel Pension's very own, Maggie Robinson! Maggie focuses on business development within our team and loves working with our clients to make sure they feel educated and confident about their plan. In this episode, Melissa and Maggie discuss the three components of your plan when you go "unbundled." We talk about Financial Advisors, Recordkeepers, and TPAs. Give us a call or visit our website for information about using a TPA!
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 Vitovsky13 min - 401(k) Audits with Lloyd Johnson
We are so excited to bring you an episode of TPA Tidbits all about 401(k) audits! We are joined by Lloyd Johnson, one of our audit partners at Faulk & Winkler, to discuss the importance of a plan audit and what you should do to stay compliant.
Contact Lloyd: [email protected]
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 Vitovsky28 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.