Happy Thanksgiving! We celebrated together at the office during our annual potluck lunch. This year, team members were encouraged to bring a dish that meant something to them personally so that we could share our traditions with one another. We even fried turkeys onsite! We really enjoyed getting to spend time with one another and hope that you also are having a wonderful day spending time with those you care about!
关于我们
Our Sentinel team offers the same services as the larger, national companies, but infuses it with personal service and accountability. We’ll know you by name and answer your calls. We’ll adjust our services to meet your needs and work with your people to find the best solutions. Our professionals will treat you with the respect and familiarity that a valued client deserves. With roots as an established Baton Rouge CPA firm, Sentinel Pension & Payroll was formed as a natural extension of our traditional services. Conducting employee benefit plan audits, preparing financial statements, developing internal controls and preparing tax returns all lead to the same place – helping our clients make the most of their assets and ensuring compliance in doing so. Pension and payroll services have essentially the same focus and can benefit greatly from the experience of a CPA firm.
- 网站
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https://www.sp-tpa.com
Sentinel Pension的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Baton Rouge，LA
- 类型
- 合营企业
- 创立
- 1984
- 领域
- Plan Design and Implementation、Administration of Qualified Retirement Plans、Retirement Counseling and Distribution Planning、Payroll Preparation和Federal and State Payroll Tax Filings
地点
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主要
获取路线
6811 Jefferson Hwy.
US，LA，Baton Rouge，70806
Sentinel Pension员工
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Melissa Terito, CPA
Partner at Sentinel Pension, TPAs - Retirement Plan Consultants
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Kasey Melancon MBA, QKA
Director at Sentinel Pension, A Division of Faulk & Winkler
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Maggie Robinson
Senior Administrator & Business Development at Sentinel Pension, A Division of Faulk & Winkler
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Elizabeth Duhon
Pension Administrator
动态
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Who knew you could learn so much while at Walk On's? Last week, we held an interdepartmental meeting between Sentinel Pension and Faulk & Winkler's audit department so that they could learn more about each department as well as opportunities for collaboration. After the meeting, we held our first trivia night hosted by our marketing coordinator, Amanda Dixon. She led us through trivia questions about a wide range of topics - everything from Baton Rouge trivia to accounting trivia. Thank you for hosting us, Walk-On's Sports Bistreaux! We'll be back for another evening of fun soon!
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+4
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Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss integrated profit sharing. We review what a profit sharing contribution is, how integrated profit sharing came about, and how integrated profit sharing is calculated. We also discuss vesting schedules, allocation conditions, and much more! Listen along on Spotify or Apple Podcasts!
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Please join us in congratulating Melissa Terito on her new board position! At this year's ASPPA annual conference, it was announced that Melissa will be joining their Leadership Council for 2025. The nomination was unanimously approved and we know Melissa will do a fantastic job! Congratulations, Melissa!
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Our administrative team celebrated their annual retreat with a late lunch followed by painting their own pottery pieces at BellyFire Studios! Without this talented group of people, our office couldn't run the way it does every day. Please join us in thanking them for their continued hard work for our firm!
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Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss the next section of the plan document all about employer matching contributions. We review what a participant has to do in order to receive a matching contribution, discretionary matches vs. safe harbor matches, testing requirements, and much more! Listen to the full episode on Spotify or Apple Podcasts!
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We are honored to have been able to present a panel at this year's CYA 360 event. Our partners Melissa, Jeremy, Scott, and Tommy discussed how to navigate the tax horizon and tax planning strategies. We thank these amazing partners for sharing their insights and thank Horizon Financial Group for having us!
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Each year, the Baton Rouge Area Volunteer Activists awards luncheon honors a class of individuals who give their time and talents to organizations across our community. We are so proud as a firm to support these activists and The Emerge Center for continuing their amazing efforts to improve the lives of everyone living in the Baton Rouge region!
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Happy Halloween! Last week, we got together to celebrate this spooky holiday with a fun party at our office and a costume contest! The admin department won by popular vote as the Teenage Mutant Ninja Turtles. It was a great way to spend time together, as we have done before - swipe to the end of this post to see a fun throwback picture! We hope you all have a safe and fun Halloween!
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+7
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Welcome back to the Sentinel Pension Show! Today, Kasey and Melissa discuss the next section of the plan document, safe harbor contributions. Safe Harbor contributions are a type of employer contribution that have special provisions and mandates around them. Please enjoy this clip of the episode. You can listen to the rest of these useful insights on Spotify or Apple Podcasts!