retirement plans:

personalized, simplified, solved

Originating from a well-established Baton Rouge CPA Firm, and bolstered by a Lafayette Satellite Office, Sentinel Pension has emerged with a mission to deliver pioneering solutions and exceptional customer service within the intricate realm of retirement planning. With a track record encompassing more than 35 years and currently servicing over 250 businesses, our adept team of retirement professionals adopts a personalized, hands-on approach to provide clients with the utmost in dedicated service. Our service offerings are tailored to align with your specific requirements, as we collaborate closely with you to unearth optimal solutions.

UNBUNDLED SERVICE MODEL

An “One Size Fits All” service package might not be suitable for every plan. Therefore, we take a strategic approach by collaborating with financial advisors and providers to personalize and fine-tune your company’s retirement plan. We do this by leveraging the unbundled service model, ensuring a precise fit for your business.

PROVIDER

The plan provider, often referred to as the record-keeper, takes on the role of asset custodian. They present a range of investment choices, compute daily investment values, and grant online access to accounts.

ADVISOR

The financial advisor deepens understanding of the industry, providers, funds, fees, and available technology. They impart investment knowledge to participants and collaborate closely with the business owner to uphold fiduciary responsibilities.

THIRD PARTY ADMINISTRATOR (Sentinel):

The TPA manages plan design illustrations, contribution allocations, annual compliance testing, Form 5500 preparation, and, of utmost importance, provides continuous support.

You’re not just a number at Sentinel,
you’re a valued partner.

Check out this great reference of our
personalized service courtesy of The Office.

CLIENT TESTIMONIALS

Testimonials

Colleen C. Milfelt

Business Manager, Walters, Papillion, Thomas, Cullens, LLC

“Since 2018, Sentinel has provided the expertise we needed, from the design of our retirement plan and amendments along the way, preparing annual statements and returns, while making sure our plan is in compliance with IRS non-discrimination requirements. They guide us through the day-to-day administrative functions and have given us excellent advice, even if it’s not what we might have wanted to hear. They believe in a team approach and always make sure our questions are answered while maintaining very high standards. We breathe easily knowing Sentinel has our very best interest as their main objective.”

Lori Boeneke

CFO, Wampold Companies

“Sentinel began administering our 401(k) plan in April 2012 and guided us through the transfer of our plan from one provider to another. This transfer was absolutely seamless thanks to the knowledge and professionalism of our Sentinel team… We also appreciate the personal attention that we receive from them. It’s a rarity to be able to pick up the phone and talk directly with the person who is responsible for our plan. We’re no longer just a number!”

Ann L. Heine

CEO, Surgical Specialty Center of Baton Rouge

“SSCBR has been a satisfied client of Sentinel Pension for over 10 years. Having a local TPA is invaluable. The team at Sentinel Pension is responsive, attentive, and makes you feel like you are their primary customer. As the CEO of SSCBR, I would recommend Sentinel Pension to any business leader looking to establish a relationship with a TPA for their 401(k) plan.”

Heather Roemer

Business First Bank

“Sentinel has been a team that I can trust to handle the complex nature of our company retirement plan. Beyond being a joy to work with, it’s also comforting to know that I can fully rely on them to deliver in any situation.”

Terry M. Bruno

Executive Vice President, Terminix

“Sentinel was like a ray of sunshine when we acquired their services for our retirement program. You immediately sense a “We are here for you“ attitude by their personal service and availability. It is comforting to know that compliance is ensured and you are providing the best service for your employees.”

Michael Brauer

BBP Sales, LLC

“We are willing to pay a premium for a TPA who understands our business, complex tax issues and can be a trusted advisor to make sure our 401k program stays compliant and can remain a great benefit to our employees. We needed a TPA who won’t just plug in numbers from our payroll system at the end of the year. That’s why we work with Melissa and the great team at Sentinel!”

Karla Hebert

Accounting Manager | Capital Valve & Fitting Co.

“The fact that the Sentinel team is local means a great deal because they are right around the corner and readily available if needed. We’ve been able to build a relationship with them.”