In today’s rapidly shifting landscape, uncertainty is the only constant—and it’s taking a toll on employees and organizations alike. This webcast explores how leaders can create stability and engagement even in turbulent times. We’ll put uncertainty into perspective, examine the growing impact of financial stress on the workforce, and uncover what employees truly want and need to thrive. You’ll also hear how financial coaching has become a powerful tool to take work off your plate, boost employee well-being, and reduce financial stress. View this webinar for practical insights and real-world strategies to support your workforce and lead with confidence.
Categories
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- FSA Eligibility
- FSA Qualifying Events & Election Changes
- FSA Election Amounts (Medical & Dependent Care)
- Educating Participants about their FSA
- Adding or Updating FSA Enrollments
- Medical Eligible Expense Guidelines
- Dependent Care Eligible Expense Guidelines
- Claim Reimbursement Options
- Updating Employee Status for Reimbursement Accounts
- Termination of Employment - FSA Guidelines
- Leave of Absence - FSA Guidelines
- FSA Open Enrollment Process
- HRA / HSA / FSA Comparison Chart
- Grace Period vs. Carryover ProvisionsNew
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- Employer Portal Login (Reimbursement Accounts)
- Reports & Notifications (Reimbursement Accounts)
- Accessing Employee Data (Reimbursement Accounts)
- FSA/HSA Contribution File Data Import
- Plan Info & Forms (Reimbursement Accounts)
- Troubleshooting Website Login (Reimbursement Accounts)
- Invoices (Reimbursement Accounts)
- Multi-factor Authentication
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- March 2023 FSA - Setting up notifications
- January 2023 - What you need to file an FSA claim
- November 2022 - Tracking Your FSA & HSA Expenses
- September 2022 FSA - Navigating Your Online Account
- June 2022 FSA - What you need to file an FSA claim
- June 2022 HSA - Tips for investing in your HSA
- April 2022 - 2 ways to simplify your account experience
- November 2021 - Gearing Up for OE - Expense Tracker
- September 2021 FSA - What you need to file an FSA claim
- September 2021 HSA - New tools for your HSA!
- June 2021 - COVID-19 PPE is now HSA, FSA eligible
- Future Email Topics
- March 2023 HSA - setting up notifications
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- COVID-19 National Emergency Ends
- American Rescue Plan Act
- Electing Plan Changes for the American Rescue Plan Act
- PPE Now FSA/HSA Eligible
- Claim Filing Runout Period Extension
- Consolidated Appropriations Act of 2021
- Electing Plan Changes for Consolidated Appropriations Act
- Election Changes & Payroll Deductions
- Eligible Expense Period Extension
- FSA Rollover Amount Increase
- CARES Act - New Eligible Expenses
- Furloughed Employees
- Sentinel's Service Commitment
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- Plan Sponsor Web Navigation Guide
- Viewing Plan and Participant Transactions
- Creating and Viewing Plan Reports and Forms
- Participant Rollover Request Approval
- Simple Guide to your Retirement Services Invoice
- The Power of a Complete Retirement Plan Census
- How to Update Employee Contact Information and/or Security Questions
- Searching for/Updating Employee Account Information
- Employee Online Account Access Assistance
- Lost Participant Tracking and Maintenance
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- Sponsor Approval of Distribution Requests
- Tips for Reviewing Distribution Requests
- Sponsor Approval of Loan Requests
- Viewing/Printing a Loan Amortization Schedule
- Mandatory Distributions (Automatic Rollover IRA's)
- 403(b) Contract Exchanges and Transfers
- Non-Discrimination Testing & Corrective Distributions
- CARES Act Loan Repayment Deferment
- Qualified Birth or Adoption Distributions
- Loans Requiring Supporting Documentation
- Self-certification of Hardship Distributions
- Self-certification of Hardship Withdrawals - Administrative Procedure
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- Plan Compliance Calendar
- Audit Requirements for Retirement Plans
- Uploading the Annual Census Verification & Annual Employer Package
- Year End Census Review
- ADP vs. Top-Heavy TestingNew
- Non-Discrimination TestingNew
- IRS Plan Document Restatement for Cycle 3 - 401(k) Plans
- IRS Plan Document Restatement for Cycle 2 - 403(b) Plans
- Annual Participant Notice Access and Delivery Requirements
- Mergers, Acquisitions & Other Company Transactions
- FundScape Report
- Fee and Investment Disclosure Resource Center
- Sample Board Resolution
- 2025 SECURE ACT: Long-Term Part-Time Employees (LTPTs)
- Case Study: Strategies for Improving Plan Health
- Document Subscription Services
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- ADP vs. Top Heavy Testing: What's the Difference?
- When should you do non-discrimination testing & why is it important?
- What are the Allowable Safe Harbor Reasons for Hardship Withdrawals?
- What are the timing rules for submitting employee deferral contributions into the plan?
- What is a Controlled Group (Code Section 414(b) & (c))?
- What is an Affiliated Service Groups (Code Section 414(m))?
- How does Automatic Enrollment work?
- How does vesting work?
- When do our employees become eligible to participate in the retirement plan?
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- How does Sentinel educate plan participants about their retirement plan?New
- What am I supposed to give a new employee regarding the retirement plan?
- How do participants enroll in the plan?
- How do I submit participant information changes?
- What is Financial Finesse?
- How do I submit participant contributions and/or loan payments to the plan?
- How do participants make investment changes?
- How do participants change their salary deferral into the plan?
- Do I have to provide plan notices to participants every year?
- How do participants receive statements?
- Can participants access the plan using their phones?
- What is the Service Center phone number?
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- What is re-enrollment & why does It work?
- Who can be excluded from your 401(k)?
- What reports and requests can I expect to receive?
- Does Sentinel offer webinars for additional training?
- Does Sentinel provide information about the market conditions?
- Personalized Investing FAQs
- How soon after a change is requested online is it reflected in a participant's account?
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- COBRA Eligibility & Notification RequirementsNew
- What are Qualifying Events?
- Who is entitled to COBRA Coverage?
- When must the initial notice be sent to covered employees and spouses?
- What are the premium payment deadlines regarding COBRA coverage?
- How does COBRA continuation coverage requirements apply to Cafeteria Plans and other Flexible Benefit arrangements?
- What plans are subject to COBRA?
- What triggers the obligation to offer COBRA coverage?
- What is the purpose of the Initial COBRA Notice?
- Does each Qualified Beneficiary have independent election rights under COBRA?
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- Benefits Are Changing: Key Trends & Strategies for 2026New
- 2026 Health Plan Compliance DeadlinesNew
- Preparing Group Health Plan Sponsors for the Next Era of ComplianceNew
- Navigating Uncertainty While Fostering a Productive and Engaged WorkforceNew
- Navigating Benefits Trends, Healthcare Costs, and Legislative Updates for a 2026 OutlookNew
- Building Better Retirement OutcomesNew
- Empower Your People: High-Impact Strategies to Boost Retirement Readiness
- Evolution of the Advisor: Guiding HR Professionals Towards Financial Wellness & Workforce Resilience
- From Pokémon to Pensions: Meeting Retirement Needs for Generation Z
- Future-Ready Workplaces: Integrating AI into Work
- Helping Participants Retire: Your Role as a Plan Sponsor
- Looking Forward: Fidelity's 16th Annual Plan Sponsor Attitudes Survey Results
- Maximizing HSAs: What’s Changed with OBBBA and Why It Matters
- OBBBA: What Employers Need to Know Now
- Personalized Investing: A Smarter Path to Retirement Readiness
- Staying Ahead: Fiduciary Best Practices and Legislative Insights for Institutional Plans
- The Retirement Wave: Adapting Benefits & Strategies in a Changing Market
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- Retiring Soon? Your Guide to Planning AheadNew
- How to Build a Life You Love in RetirementNew
- Helping Protect Your Life Savings
- How Emotions Impact Your Investment Strategy
- Long-Term Care: Plan Today, Secure Tomorrow
- Mastering Retirement Income Planning
- Medicare & Social Security: What You Need to Know
- Mind Over Money: Avoid Common Financial Mistakes
- Minimize Taxes, Maximize Return Potential: Efficient Investing Strategies
- Planning for Health Care Costs in Retirement
- Understanding Bitcoin: A Beginner’s Guide
- Your Roadmap to Financial Wellness: Building Confidence at Every Stage
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