Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| 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 |