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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 c...
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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 retirem...
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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
Lynn Stevens Plan Consultant About Me Lynn joined Sentinel in January 2020 as part of the acquisition of Alliance Benefit Group of MI, of whom Lynn worked for 18 years. She has over 33 years of experience working with Defined Benefit and Cas...
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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; developing...
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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: 06/26/2024
in Meet the Team RPS
Michele Santos Senior Plan Consultant About Me Michele joined Sentinel in January 1999, previously working at Griffin Pension Services for 14.5 years. Michele started as Retirement Plan Consultant in February 1984 right out of college and ma...
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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 ...