Frank Pepe
Senior Plan Consultant
About Me
Frank joined Sentinel on March 8, 2021, previously working as Director of Client Services, Plan Administrator.
Frank's main job responsibilities include: developing strong relationships with clients based on respect, trust and guidance; performing year-end compliance testing a contribution allocations; and reviewing and interpreting plan documents. He most enjoys the ability to develop relationships with is clients. Professionally, Frank is most proud of being named a 2023 PLANSPONSOR Service Star.
Educational Background & Experience
- Bachelor of Business Administration, Accounting
- ASPPA Qualified 401(k) Administrator (QKA)
- NTSA Tax-Exempt and Governmental Plan Consultant (TGPC)
- IRS Enrolled Agent (EA)
Out of the Office
Frank enjoys attending concerts and making use of his annual passes to Universal Studios Florida. His favorite quote is "If it doesn't challenge you, it won't change you".
Contact Information