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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...
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Created On: 06/25/2024
in Meet the Team RPS Corey Perlmutter Senior Plan Consultant About Me Corey joined Sentinel in December 2017,previously working for a third-party administrator in Syosset, NY. He's been in the industry since 2013. Corey's main job responsibilities include: worki...