The Sentinel Pension Show

Welcome back to the Sentinel Pension Show! On our final episode before we take a break for the summer, Kasey and Melissa are breaking down a topic that is widely covered in the TPA world: plans that go off the rails. Our resident plan fixers break down the governing bodies that review these plans, what they’re looking for when they come to audit plans, the safe harbor standard for deposit submissions, the types of corrections systems, and so much more! We hope y’all have a great summer and will come back to learn more with us next season! Have any questions about this episode’s topic? Let us know! Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://sp-tpa.com/] Call us at 225-300-8478 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/sentinel-pension-&-payroll/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/choosesentinel] Music by Adam Vitovsky

Welcome back to the Sentinel Pension Show! We have someexciting news – next season of the Sentinel Pension Show will be coming to you from a new office! Today’s episode talks about an important topic: while you may think there are cookie cutter retirement plans, that’s most likely not the case. We talk about potential mistakes that can befall a retirement plan and how mistakes in the plan can snowball into more difficult problems. To learn more about this, continue listening to this great episode!     Have any questions about this episode’s topic? Let us know! Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://sp-tpa.com/] Call us at 225-300-8478 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/sentinel-pension-&-payroll/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/choosesentinel] Music by Adam Vitovsky

Welcome back to the Sentinel Pension Show! It’s almost the end of the school year and our former teachers, Kasey and Melissa, are teaching us about retirement plan fees. We go over record keeper asset fees, reasonableness of fee requirements, fee disclosure notices, plan benchmarking, and much more!    Have any questions about this episode’s topic? Let us know! Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://sp-tpa.com/] Call us at 225-300-8478 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/sentinel-pension-&-payroll/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/choosesentinel] Music by Adam Vitovsky

Welcome back to the Sentinel Pension Show! For today’sepisode, Kasey and Melissa go over retirement plan rules. We review the new super catch-up rules applicable in 2025, how plan limits have increased, how the super catch-up formula works, and options employees have. We also go employeecontribution limits and 415 limits. Listen along to learn more!   Have any questions about this episode’s topic? Let us know! Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://sp-tpa.com/] Call us at 225-300-8478 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/sentinel-pension-&-payroll/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/choosesentinel] Music by Adam Vitovsky

Welcome back to the Sentinel Pension Show! On today’sepisode, Melissa is joined by Sentinel Pension team member, Hailey Bass! Today’s episode covers how the sales and implementation process works for new plans. We talk about startup plans, a transfer of assets, target date funds, and much more! Have any questions about this episode’s topic? Let us know! Visit our website for more information: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sentinel Pension (sp-tpa.com)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://sp-tpa.com/] Call us at 225-300-8478 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/company/sentinel-pension-&-payroll/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Facebook ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/choosesentinel] Music by Adam Vitovsky