Plan Participant Questions? Email 401k@choosesentinel.com Client Portal Online Payroll Login

Sentinel Spotlight: Maggie and Kasey

 

 

 

 

Maggie Robinson | Retirement Plan Administrator

Southeastern Louisiana University |  Bachelor of Science in Accounting

Maggie's responsiblities include: 401k plan year-end compliance testing, reconciling plan assets, client inquiries on 401k plans, calculating profit sharing contributions

Previous Work Experience  Staff Associate at SumIt Credits, Audit and Tax Intern at P&N

What does a normal day in the office look like? Just depends...It is hardly ever boring.

What’s your favorite thing about your job? Interacting with clients and helping make their day-to-day easier, EBARs are pretty fun too

Other people in the firm would describe you as… Dramatic

To what factors do you attribute your success? A great support system and team sports growing up that gave me a strong work ethic

Hobbies/Interests  I really love the outdoors, traveling, fishing, and being with friends and family.

What's something that few people know about you  In elementary school, I jumped into the peacock cage at the zoo to grab a hat that a little boy dropped over the fence.

Tell us a little about your family... My husband Aaron and I got married in March of 2016. We live on what we call the Robinson Ranch with lots of animals (a horse, chickens, dogs, cats, and a rabbit). While we don’t have any children of our own at the moment, we enjoy spending time with our 12 nieces and nephews. 

 

 

 

 

 

 

 

 

Kasey Melancon | Retirement Plan Administrator

University of Louisiana at Lafayette- B.S Kinesiology-Athletic Training- 2012

Louisiana College- TEACH Certification program-2013

Louisiana State University Shreveport- MBA 2017

Kasey is responsible for quarterly reconciliation of plan assets, year-end census data review, compliance testing, and Form 5500 prep

Previous Work Experience Teacher-Coach and Athletic Trainer- Cecilia High and Cecilia Junior High School

What drew you to this field and Sentinel? I've always had an interest in business, a knack for working with numbers, and liked the idea of helping people. After some job shadowing with a CPA and a financial advisor, I decided to return to school to get my MBA. My interview with Sentinel is what really drew me to the company. You could really sense a genuine care for the clients and the employees which makes for a great atmosphere to work in.

How has your previous experience prepared you for your current position? Many people are unfamiliar with all of the facets of pension plans, so education on different aspects of retirement plans for our current and potential clients is a large part of what we do. My experience in the classroom provided me a lot of great tools and insights that I use to help our clients understand so that they can make responsible, informed decisions about their retirement plans.

What does a normal day look like in the office? One of the great things about Sentinel is there isn’t really a “normal” day in the office. Various things can come up on a daily basis that allows for a different challenge everyday

What’s the most rewarding thing about your job? The ability to help people save for their future.

Favorite Quote “ There may be people that have more talent than you, but there is no excuse for anyone to work harder than you do” – Derek Jeter

To what factors do you attribute your success? Striving to always work hard and being resilient

Kasey grew up in Cecilia, Louisiana with 1 younger brother. He married his wife Candis in 2015, and they have one dog named Max. Kasey enjoys playing golf, serving as a volunteer high school baseball coach, and spending time with his two godchildren.

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