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The Sentinel Show
By Sentinel PensionBusiness
The Sentinel Show episodes
- Compliance and Culture with Keli
We had so much fun chatting with Keli Boudreaux of Pelican State Credit Union! Pelican State is actually a Sentinel Pension client and we adore working with them and their team. As the Payroll and Benefits Specialist, Keli is responsible for their 401(k) plan and is able to offer several tips from the plan sponsor side. Her spunk and passion for benefits is truly unmatched, and she will certainly get you excited to talk about retirement planning. Thank you so much for joining us, Keli!
Stay tuned for more tidbits regarding retirement plans.
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Music by Adam Vitovsky19 min - Common Form 5500 Errors
This week, we are joined by Sentinel Pension Senior Manager of Business Operations, Kasey Melancon! Kasey and Melissa discuss some common errors they have seen on the Form 5500 and what to do to avoid these mistakes and penalties. We even get to hear from Faulk & Winkler Partner, Scott Lazarone. This certainly a more exciting episode of TPA Tidbits!
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Music by Adam Vitovsky17 min - Labor and Employment Law with Jennifer Anderson
We are so excited to be joined this week by Jennifer Anderson! Jennifer is a labor and employment attorney and Shareholder at Baker Donelson here in Baton Rouge. She and Melissa have crossed paths on several occasions in the retirement plan world and we are honored that she could join us for TPA Tidbits. Thanks for coming on the show, Jennifer!
Jennifer Anderson | Baker Donelson
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Music by Adam Vitovsky22 min - Cares Act Recap
This week Melissa recaps some of the important aspects of the Cares Act. Specifically, she touches on items related to Coronavirus Related Distributions (CRDs) and loans.
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Music by Adam Vitovsky12 min - Retirement Plan Myths Busted
This week, Melissa is here to bust some common retirement plan myths. She covers four myths that she has worked with frequently and provides clear answers for each one.
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Music by Adam Vitovsky11 min - What is a Fiduciary?
Welcome back to TPA Tidbits: A Podcast by Sentinel Pension! This week, Melissa explains what exactly a fiduciary is and who may have fiduciary duties. She also emphasizes the importance that your TPA plays when it comes to dealing with fiduciary responsibilities.
Stay tuned for more tidbits regarding retirement plans.
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Music by Adam Vitovsky16 min - Plan Terminations
This week Melissa explains retirement plan terminations. While this may have a negative connotation, it is important to understand the point of a termination.
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Music by Adam Vitovsky12 min - Cash Balance & Non-Qualified Plans
This week, Melissa is here to touch on some different types of retirement plans that you might not be familiar with. She explains the purpose of each one and why it may be beneficial to you and your company.
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Have a question for us? Please email [email protected].
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Music by Adam Vitovsky15 min - IRS and DOL Audits
Today Melissa discusses the importance of IRS and DOL audits on retirement plans. She explains the purpose of the audits, as well as what happens when your plan is pulled for an audit. She also explains the importance of having a well informed TPA when it comes to these audits.
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Music by Adam Vitovsky17 min - How Mergers and Acquisitions Affect Retirement Plans
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.
Stay tuned for more tidbits regarding retirement plans.
Planning to buy or sell a business? Give us a call at (225) 300-8478
Have a question for us? Please email [email protected].
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Music by Adam Vitovsky13 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.