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Sentinel TPAs

Pension Services 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 employ

ee 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.

06/01/2026

Sentinel has a new partner and we couldn't be more excited. Kasey Melancon, EA, MBA, QKA has been named partner at Faulk & Winkler and will lead the Sentinel division. Kasey has been at the heart of Sentinel's growth for years, and this next chapter is one we're all looking forward to. Read the full announcement at sp-tpa.com/insights/kasey-melancon-partner.

05/28/2026

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!

05/19/2026

401(k) loans, worth it or not? In the season finale of The Sentinel Show, Melissa Terito and Kasey Melancon are talking through the ins and outs of allowing loans in a 401(k) plan, including some real-world scenarios that might surprise you. If this is something you've ever thought about, it's a great listen! 🎧https://ow.ly/GxjE50Z1grf

05/07/2026

Retirement plan assets typically follow the beneficiary designation on file.

When that information is outdated, incomplete, or hasn’t been reviewed after a major life change, it can lead to delays, added administrative issues, and outcomes the participant never intended.

This is one of the easiest participant education reminders a plan sponsor can make.

Encourage employees to review their beneficiary elections regularly, especially after events like marriage, divorce, or the birth of a child.

A quick review now can prevent a much more complicated situation later.

Beneficiary designations are not just paperwork. They help make sure retirement savings go where they were meant to go.

05/06/2026

Rain couldn't stop us! After wrapping up another busy season, we gathered at Baton Rouge Country Club for our annual crawfish boil. A little weather sent us indoors, but the food was hot, the company was warm, and the fellowship was just what we needed.

Thank you to our amazing team for their hard work and dedication this busy season, and to all of our clients for the opportunity to serve you. Here's to another great year!

05/05/2026

Think a Solo 401(k) is simple because it's just you? That assumption can lead to compliance issues that many business owners don't anticipate.

Here's what often gets overlooked: the second you hire an employee, your "solo" plan becomes a full 401(k) with all the compliance requirements attached. No exceptions. And if your plan assets cross $250,000, you're required to file Form 5500, even if you never hired anyone.

Melissa and Kasey see it regularly: Solo 401(k)s that haven't filed Form 5500 in years, S-corp owners calculating contributions based on the wrong income, and two-page plan documents that were filled out incorrectly from day one. These aren't just technicalities: they're compliance issues that can trigger IRS penalties and corrective contributions.

This week on The Sentinel Show, Melissa and Kasey discuss when Solo 401(k)s may be appropriate, common setup errors they encounter, and why ongoing administration matters even for owner-only plans. 🎧 Listen now: https://open.spotify.com/episode/69fL6WFgoVUvNBdLqTvgP9?si=vVwc6Uw6T_uz4BYeGOIuDg

This content is for educational purposes only and does not constitute legal, tax, or plan-specific advice. Please consult your retirement plan advisor or attorney for guidance specific to your situation.

Business owners: what questions do you have about Solo 401(k) vs SEP IRA contribution limits?

05/01/2026

As a business grows, the conversation changes.

The systems and strategies that worked at one stage may not be enough in the next. That includes your financial strategy and your retirement plan.

Growth can bring more complexity in reporting, tax planning, payroll coordination, plan administration, and compliance. It can also create a need to revisit whether your retirement plan still fits the business and the people behind it.

That’s why these conversations should not happen in silos.

Faulk & Winkler and Sentinel help businesses look at the bigger picture so financial strategy, tax planning, and retirement plan decisions are aligned as the business grows.

If your company has changed in the last few years, it may be worth asking:

Is our accounting support keeping up?
Has our retirement plan kept up?

If your business has grown, your financial strategy and retirement plan may be due for a closer look. Schedule a consultation with our team today:
https://fw-cpa.com/contact-us

04/27/2026

We are proud to celebrate Faulk & Winkler being named the 2026 Silver Winner for Best Accounting Firm in Baton Rouge!

As part of the Faulk & Winkler team, we are grateful to serve the businesses, families, and organizations that make this community strong.

Recognition like this is meaningful because it reflects the trust behind the work and the relationships that make long-term service possible. We are proud to be part of a team committed to serving this community with care, consistency, and high standards.

Thank you to everyone who voted for, works with, and supports our broader team. We are grateful for the opportunity to provide trusted financial services to our community.

04/24/2026

“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

04/23/2026

Your client may have a wealth manager, accountant, and attorney.
But when was the last time they were all part of the same conversation?

One issue we often see is not market-related at all. It is a coordination gap. Tax strategy, ownership timelines, compensation design, and exit planning all affect how a retirement plan should be structured, but those decisions are often made separately.

Sentinel works alongside a client’s advisory team to help coordinate the retirement plan with the broader strategy.

If you work with business owners who have multiple advisors involved, we’d welcome the conversation: sp-tpa.com

Address

6811 Jefferson Highway
Baton Rouge, LA
70806

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 3pm

Website

http://www.sp-tpa.com/

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