Sargent: On Track Podcast

Sargent

Keeping Sargent employee-owners informed about what's going on within the company, industry, and ESOP world.

  1. MAY 14

    ESOP Distributions: Knowing Your Options & TRUE UP BONUS PRICE-IS-RIGHT! | S7E20

    In this episode of the On Track Podcast, President & CEO Eric Ritchie is joined by CFO Tasha Gardner and VP of Human Resources Amanda Martin in the Flywheel Studio to break down ESOP distributions during Sargent ESOP Month. The team walks through the four main distribution groups, in-service employees, terminated participants, retirees, and beneficiaries in cases of death or disability, and explains the rules tied to each one, including statutory diversification at age 55 with 10 years in the plan, lump sum options at age 61, and the differences for employees hired before and after January 1, 2023. They also cover the upcoming election window running from May 26th through June 26th, the importance of keeping beneficiaries up to date, what happens when retirees come back to work, and why calling a tax professional and the team here at Sargent matters before making any decisions. Eric, Tasha, and Amanda also share a good reminder from Herb that everyone should retire with a surplus of dignity, and that the share price keeps climbing because of the hard work every employee owner puts in day in and day out. Give it a listen and save it for later, this one is worth keeping on the shelf. If you liked this week’s episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website. https://sargent.us/apply/ If you have an episode suggestion, please send your idea to: sbennage@sargent.us

    52 min
  2. APR 23

    Why Should You Use HealthJoy? | S7E17

    In this episode of the On Track Podcast, Vice President-Human Resources Amanda Martin is joined by HealthJoy representatives Lindsay Nelson and Stephanie Young, Cross Insurance representative Gabe Marchese, and HR Generalist Jennifer Snow in the Flywheel Studio to talk about how the HealthJoy app can help Sargent employee-owners and their families better understand and use their healthcare benefits. The conversation covers how the app can help users find in-network care, make appointments, review medical bills, set health goals, and get support when healthcare questions come up, whether they are at home, on the road, or helping a family member from a distance. It is a practical episode with straightforward examples, and it is worth a listen for anyone who wants to make healthcare and benefits a little easier to manage. Get started with HealthJoy so it is ready when you need it. If you have a work email, watch for a Launch Day email to activate your account. If not, you can still sign up by downloading the app, entering the email tied to your benefits, and verifying your identity with a few extra details if needed. From there, add your preferred email and phone number, create a password, and you are set. To activate your account, visit www.healthjoy.com/download or search for HealthJoy in the App Store or Google Play Store. If you liked this week’s episode and are interested in becoming an Employee-Owner at Sargent, please visit our careers page on the Sargent website. https://sargent.us/apply/ If you have an episode suggestion, please send your idea to: sbennage@sargent.us

    31 min

Ratings & Reviews

4.7
out of 5
17 Ratings

About

Keeping Sargent employee-owners informed about what's going on within the company, industry, and ESOP world.

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