Sentinel TPAs

Carmen Mora is celebrating her one-year anniversary with our team and we are so excited to honor her! As an Executive Assistant on the Sentinel team, Carmen has brought professionalism, dedication, and great energy to everything she does. With roots in Metairie, Louisiana and a background spanning customer service, finance, and insurance, she came prepared and has only continued to impress. Carmen, you make our firm a better place to work every single day. Happy anniversary!

“If it sounds too good to be true, it is.”

That is a good rule in retirement plan design, especially when a structure seems to create an easy workaround.

Most mistakes in this area do not come from bad intent. They come from assuming ownership, related entities, or service relationships do not really affect the plan.

That is often where problems start. What looks efficient on the front end can create costly corrections later if the full picture is not being evaluated correctly.

The lesson is simple: when it comes to plan design, do not rely on assumptions. Make sure the structure is being reviewed through the right lens.

Did this post make you want to hear more? Listen to the full new episode of The Sentinel Show here: https://ow.ly/cOpY50YOHyL