Articles
Plan Sponsor Web Navigation Guide
Review our Plan Sponsor Website Navigation Guide to learn how to get the most from your company's online retirement account.
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Viewing Plan and Participant Transactions
To view a specific participant transaction, please follow these steps: Log in to the employer portal from sentinelgroup.com and select "Retirement" from the home page of the portal . From the Plan Sponsor Dashboard, select Transactions the...
Creating and Viewing Plan Reports and Forms
Review our Sponsor Report Access Guide to learn how to access, create and view reports from your company's online retirement account.
For additional information and guidance in regards to available reports, the below refer...
Participant Rollover Request Approval
In this article, we will cover the review process for incoming web-initiated participant rollover requests, the timing of email notifications related to those requests, and detail the supporting documentation provided for your review. Notifications...
How to Update Employee Contact Information and/or Security Questions
Because the employee was not able to correctly answer one of their own security questions, or if no questions are currently on file, we are not able to authenticate their identity properly. We have asked the employee to reach out to you for assista...
Multi-factor Authentication
What is multi-factor authentication (also know as MFA)? Multi-factor authentication (MFA) is an added layer of online account security that couples a time-sensitive one-time PIN (OTP) with standard login credentials (user ID and password). Why is...
Searching for/Updating Employee Account Information
If you are looking to research participant information/transactions or assist a plan participant make changes to their account, such as contribution election changes, investment changes, request a loan or withdrawal or to just update some personal i...
Employee Online Account Access Assistance
In order for our Service Center to be able to assist with account access and/or to reset login credentials, participants will be required to have specific pieces of information that must be found within our systems here at Sentinel. There are a few...
Lost Participant Tracking and Maintenance
Employers who sponsor qualified retirement plans and record-keepers like Sentinel, may need to locate missing or unresponsive participants (or beneficiaries) who are due a benefit under the plan. The DOL and IRS have identified guidance to help. Add...
Employee Status Date Changes
Follow the instructions below to enter a date of termination manually through the Sentinel Plan Sponsor Web Portal. While status dates should normally be entered through Contribution Center Uploads, this option provides a manual update option, when ...