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STANDARD TPA SERVICES

All-Inclusive Third Party Administration.

  • Plan design illustrations

  • Contribution and forfeiture allocations

  • Annual compliance testing

  • Verification of eligible employees

  • Preparation of Form 5500

  • Annual audit support

  • Loan administration

  • Distribution processing

  • Plan sponsor inquiries

 

CORRECTION & AUDIT SUPPORT

Navigation with the IRS & DOL.

At Sentinel, we have the experience and licensed consultants to help you navigate any corrective or audit situation that your plan may face with the Internal Revenue Service, Department of Labor, or Pension Benefit Guarantee Corporation.

ADVANCED PLAN DESIGN SERVICES

Not every retirement plan fits the mold.

At Sentinel, our knowledge in alternative plan designs ensures that you have the right retirement plan for your employees and your business. In addition to 401(k) plans, we specialize in:

  • 403(b) plans

  • defined benefit plans, e.g., cash balance plans

STRATEGIC PLAN DEVELOPMENT & SOLUTIONS

Guiding you through an ever-changing landscape.

Sentinel uses its business acumen and taxation experience to continually review your retirement plan, ensuring that it is pertinent and in-sync with the ever-changing landscape of your business. For example, Sentinel has the expertise to help your retirement plan move smoothly through business transactions such as mergers and acquisitions which can result in controlled group and affiliated service group situations. 

 

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.”