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Starting in 2026, employees earning more than $145,000 in prior year FICA wages must make 401(k) and 403(b) catch-up contributions as Roth rather than pre-tax. In light of the extensive payroll coordination and planning required to administer catch-...
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Effective for plan years beginning after December 31, 2024, long-term, part-time, employees (as defined in SECURE 2.0) must be permitted to make elective deferrals after two consecutive 12-month periods with at least 500 hours of service. This...
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Created On: 12/20/2024
in Meet the Team RPS
Ali Singleton Senior Plan Consultant About Me Ali joined Sentinel in August 2024, previously working as a Plan Consultant, Plan Manager, Conversion Specialist and New Business Consultant. Ali explains, "My team is absolutely fantastic. My ma...
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Created On: 12/20/2024
in Meet the Team RPS
Nick Galliano Plan Consultant About Me Nick joined Sentinel in October 2024, previously working as a Plan Consultant for a third-party administrator in Tampa, FL. He has been in the industry since 2022. Nick’s main job responsibilities inc...
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Created On: 12/05/2024
in Meet the Team SPA Matt Perkins VP, Senior Plan Advisor About Me Matt joined Sentinel Group in 2020 as part of a merger with ABG Michigan (joined ABG in 2007). He works closely with plan sponsors offering fiduciary governance, investment consulting and retireme...
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Created On: 10/29/2024
in Meet the Team RPS
Erin Hannigan Plan Consultant About Me Erin joined Sentinel Group in March 2020. Prior to joining Sentinel, she worked for a CPA firm in both their audit and institutional consulting branches, running 401(k) audit engagements and analyzing ...
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Are you looking for collateral and content to distribute to your employees? Here are links to some of our most commonly used communication pieces: Employee Brochures that provide an overview of flexible spending accounts, health savings acco...
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View the tutorial below to learn more about how to rebalance models.
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Created On: 08/14/2024
in Meet the Team H&W
Courtney Lee Health & Welfare Account Manager About Me Courtney joined Sentinel in January 2023, previously working in many other relevant roles like COBRA Account Manager, Customer Experience Expert and Enrollment Compliance Officer. Courtn...
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Created On: 08/14/2024
in Meet the Team H&W
Julie Green Sr. Health & Welfare Account Manager About Me Julie joined Sentinel in October 2012, previously working as Director of Service Center for 10 years prior to her current role. Julie's main job responsibilities include: providing t...