The Sentinel Show

By Sentinel Pension

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Category: Business

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Episodes: 86

Description

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.

Episode Date
The Sentinel Show S7E9: The 401(k) Loan - What Plan Sponsors Need to Know
May 19, 2026
The Sentinel Show S7E8: The Solo 401(k) Problem - You Can't Set It and Forget It
May 05, 2026
The Sentinel Show S7E7: Are Your Businesses a Controlled Group? What Every Multi-Business Owner Needs to Know
Apr 21, 2026
The Sentinel Show S7E6: AI in the Retirement Plan World
Mar 24, 2026
The Sentinel Show S7E5: Navigating PEPs, GoPs, and the 402(a) Difference
Mar 10, 2026
The Sentinel Show S7E4: The Power of the Committee
Feb 24, 2026
The Sentinel Show S7E3: The Long-Term Part-Time Rule Everyone Is About to Get Wrong
Feb 10, 2026
The Sentinel Show S7E2: The Don’ts of Being a Fiduciary: What Every Business Owner Needs to Know
Jan 27, 2026
The Sentinel Show S7E1: The Do’s of Being a Fiduciary: What Every Business Owner Needs to Know
Jan 13, 2026
S6E8: Educating Participants - The Overlooked Key to Retention and Engagement
Nov 11, 2025
S6E7: Retirement Plan Horror Stories
Oct 28, 2025
S6E6: Roth Catch-Up Rules - What Plan Sponsors Need to Know for 2026
Oct 13, 2025
S6E5: Finding a Way - Late-Year Retirement Plan Solutions
Sep 30, 2025
S6E4: Plan Investments and Cryptocurrency
Sep 15, 2025
S6E3: SEPs and Cash Balance Plans
Sep 02, 2025
S6E2: Required Minimum Distributions
Aug 18, 2025
S6E1: Business Change Impacts on Retirement Plans
Aug 04, 2025
S5E10: Off-Track Plans
May 26, 2025
S5E9: Debunking the Cookie Cutter Plan Myth
May 12, 2025
S5E8: Retirement Plan Fees
Apr 28, 2025
S5E7: Super Catch-Up Rules
Apr 14, 2025
S5E6: Plan Implementation and Transfers
Mar 31, 2025
S5E5: Optional Plan Document Provisions
Mar 17, 2025
S5E4: Top Heavy
Mar 03, 2025
S5E3: Force-Outs
Feb 17, 2025
S5E2: Distributions
Feb 03, 2025
S5E1: Vesting
Jan 20, 2025
S4E8: Cross Tested Profit Sharing
Dec 09, 2024
S4E7: Integrated Profit Sharing
Nov 25, 2024
S4E6: Employer Matching
Nov 11, 2024
S4E5: Safe Harbor Contributions
Oct 28, 2024
S4E4: Employee Deferrals
Oct 14, 2024
S4E3: Plan Eligibility
Sep 30, 2024
S4E2: Plan Features
Sep 17, 2024
S4E1: Employer Information and Plan Information
Sep 03, 2024
S3E11: Season Finale - All About Plan Documents!
May 28, 2024
S3E10: What is a Fidelity Bond?
May 14, 2024
S3E9: What is the Form 5500?
Apr 30, 2024
S3E8: Mid-Year SIMPLE IRA to Safe Harbor 401k Rules
Apr 16, 2024
S3E7: What is the LTPT (Long-term Part-time) Rule?
Apr 02, 2024
S3E6: What Does an Actuary Do?
Mar 19, 2024
S3E5: COLA Limits
Mar 05, 2024
S3E4: What the Fiduciary?
Feb 20, 2024
S3E3: All About Census Data
Feb 06, 2024
S3E2: Jeremy Klibert: Pension Contributions and Tax Planning
Jan 23, 2024
S3E1: TPA Tidbits is now The Sentinel Pension Show!
Jan 09, 2024
S2E18: Jamie Taylor: Let's Talk Mortgage Lending!
Jul 05, 2023
S2E17: Mickie Murphy, Missing Participants, & Audits
May 16, 2023
S2E16: TPA Tidbits w/ Michael Miranda CPA, QKA, AEP
May 02, 2023
S2E15: TPA Tribe with Christina Wilson
Apr 18, 2023
S2E14: TPA Tribe with Shannon Edwards
Apr 04, 2023
S2E13: TPA Tribe with Amanda Iverson and Lynn Young
Mar 21, 2023
S2E12: TPA Tribe with Megan Crawford
Mar 07, 2023
S2E11: Conference Friend - JJ McKinney
Dec 20, 2022
S2E10: Meet the Team: Hailey and Tara
Dec 06, 2022
S2E9: Olinde Financial Group
Oct 25, 2022
S2E8: The Runway Decade
Aug 09, 2022
S2E7: 402(a) and a TPA
Jul 26, 2022
S2E6: What is an ERISA Attorney?
Jul 05, 2022
S2E5: Meet Doug Allen from Nationwide!
Jun 14, 2022
S2E4: Non-Qualified Plans 101
May 24, 2022
S2E3: A Market Update from Andy Bush
Mar 30, 2022
S2E2: The Sentinel Difference
Mar 16, 2022
S2E1: New Year Housekeeping Items
Jan 12, 2022
Notices, Notices, Notices
Nov 03, 2021
Meet the Team: Kasey Melancon
Oct 06, 2021
Meet the Team: Donna Nichols
Sep 22, 2021
Meet the Team: Anna Heine
Aug 17, 2021
Unbundling the Bundled Retirement Plan
Aug 04, 2021
401(k) Audits with Lloyd Johnson
Jul 21, 2021
Compliance and Culture with Keli
Jul 07, 2021
Common Form 5500 Errors
Jun 23, 2021
Labor and Employment Law with Jennifer Anderson
Jun 03, 2021
Cares Act Recap
May 19, 2021
Retirement Plan Myths Busted
May 05, 2021
What is a Fiduciary?
Apr 21, 2021
Plan Terminations
Apr 07, 2021
Cash Balance & Non-Qualified Plans
Mar 24, 2021
IRS and DOL Audits
Mar 10, 2021
How Mergers and Acquisitions Affect Retirement Plans
Feb 24, 2021
The Value of a Financial Advisor with the 401(k) Brothers
Feb 10, 2021
All About the ADP Test
Jan 27, 2021
Funding Your Employer Contribution: Annually vs. Per Pay Period
Jan 13, 2021
The Importance of Year-end Census Data
Dec 30, 2020
Hardship Rules
Dec 16, 2020
Simple IRA vs. 401(k) Plans
Dec 01, 2020