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Are you paying more in investment taxes than you should be? Whether you're new to investing or looking to optimize your portfolio, strategic planning is key to help maximize returns and minimize taxes. By using certain tax-efficient investing str...
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Created On: 06/26/2024
in Meet the Team RPS
Bill Visco Consulting Actuary About Me Bill joined Sentinel in September 2020, previously working as Consulting Actuary. Bill's main job responsibilities include: cross testing; annual administration including Forms 5500 and PBGC submissions...
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Created On: 06/26/2024
in Meet the Team RPS Julie Syverson Senior Plan Consultant About Me Julie joined Sentinel on March 1, 2023. Her main job responsibilities include: assisting clients with interpretation and application of plan provisions; helping ensure plans meet IRS and ERISA co...
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Created On: 06/26/2024
in Meet the Team RPS Jonathan Sumera Senior Plan Consultant About Me Jonathan joined Sentinel on 12/31/2021. Jonathan's main job responsibilities include: developing and maintaining strong customer relationships; helping clients with questions related to retireme...
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Created On: 06/26/2024
in Meet the Team RPS
Jean St. Pierre Senior Plan Consultant About Me Jean joined Sentinel on 8/24/1999, previously working as a Plan Consultant at Benefit Concepts which was acquired by Sentinel. Jean's main job responsibilities include: annual compliance test...
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Created On: 06/26/2024
in Meet the Team RPS
Tom Siano Director, Plan Consulting About Me Tom joined Sentinel in January 2008, previously working for Schloss & Co. Tom's main job responsibilities include: providing quality service and building relationships with our clients; developi...
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Created On: 06/26/2024
in Meet the Team RPS
Morgan Selimos Senior Plan Consultant About Me Morgan joined Sentinel in October 2020, previously working as a Senior Plan Consultant for a third-party administrator in Central Florida. She has been in the industry since 2015. Morgan's main...
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Created On: 06/26/2024
in Meet the Team RPS
Daniel Schley Consulting Actuary About Me Daniel joined Sentinel April 22, 2013, previously working as a Consulting Actuary with over 40 years of experience handling Defined Benefit (including Cash Balance), profit sharing (including 401(k))...
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Created On: 06/25/2024
in Meet the Team RPS
Joe Phaneuf Director, Plan Consulting About Me Joe joined Sentinel in January 2010 as part of the purchase of retirement plan clients/plans, previously working multiple management positions both at and outside of Sentinel. Joe's main job ...
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Created On: 06/25/2024
in Meet the Team RPS
Mike Petti Senior Plan Consultant/Sentinel Behaviors Ambassador About Me Mike joined Sentinel in 2010, previously working as a Plan Consultant. In his own words, Mike's main job responsibilities are "Service, Service, Service!". Professiona...