In this episode, Melissa explains the importance of notifying your TPA when your company plans take part in a merger or acquisition. While it may not be the first thing you think of when acquiring a new business, it is crucial that the proper steps are taken to keep your retirement plan in compliance. There are many technicalities that are often overlooked that could be detrimental to your plan.

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Music by Adam Vitovsky

We are so excited to be joined by not one, but two fantastic guests this week! The 401(k) Brothers, Andy and Bill Bush, are here to explain the importance and value of having a financial advisor on your retirement plan. We had so much fun recording this episode in their studio - thanks, guys!

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Contact Andy Bush: [email protected]

Contact Bill Bush: [email protected]

Stay tuned for more tidbits regarding retirement plans.

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Music by Adam Vitovsky

Melissa is solo today in an informative chat about ADP testing! Learn some TPA lingo and acronyms as she explains the purpose of this particular test. This topic is especially important for this time of year as all of our plans must be tested before the March 15th deadline. Please reach out if you need help with your retirement plan!

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Music by Adam Vitovsky

This week, Melissa is joined by Sentinel team member, Kasey Melancon! They discuss the difference between the different employer contribution options to your 401(k) Plan, as well as the pros and cons to each option.

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Music by Adam Vitovsky

Melissa is solo in today's episode as she discusses the importance of collecting year-end census data in regards to your 401(k) plan. While it may seem like any annoying hassle, it is extremely important that this information is gathered so that we can keep your plan in compliance.

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Music by Adam Vitovsky

On today's episode, Melissa is joined by Sentinel team member, Taylar Savaski. They talk about how Taylar came to be a TPA and about her interesting hobby. They then discuss recent changes to the hardship rules for 401(k) plans.

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Music by Adam Vitovsky

Welcome to the first episode of TPA Tidbits! Thanks for stopping by.

In this episode, Sentinel Pension Partner, Melissa Terito, is joined by Maggie Robinson as they discuss the important differences between a Simple IRA and a 401(k) Plan.

Stay tuned for more tidbits regarding retirement plans.

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Music by Adam Vitovsky