S5E6: Plan Implementation and Transfers

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The Sentinel Show

Sentinel Pension

76 episodes

2 weeks ago

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.

Business

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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.

Business

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S5E6: Plan Implementation and Transfers

The Sentinel Show

12 minutes 38 seconds

8 months ago

S5E6: Plan Implementation and Transfers

Welcome back to the Sentinel Pension Show! On today’sepisode, Melissa is joined by Sentinel Pension team member, Hailey Bass! Today’s episode covers how the sales and implementation process works for new plans. We talk about startup plans, a transfer of assets, target date funds, and much more!

Have any questions about this episode’s topic? Let us know!
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Music by Adam Vitovsky