-
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...
-
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 ...
-
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...
-
View the tutorial below to learn more about how to rebalance models.
...
-
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...
-
Created On: 08/14/2024
in Meet the Team H&W
Julie Green 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 the hig...
-
Created On: 08/14/2024
in Meet the Team H&W
Roxanne Paiz Health & Welfare Account Manage r About Me Roxanne joined Sentinel in September 2007 as part of the acquisition of Geller Group. She has 17 years of experience and is most proud, professionally, of being a recipient of the Senti...
-
Created On: 08/14/2024
in Meet the Team H&W
Rae Ann Ploucha Health & Welfare Account Manager About Me Rae Ann joined Sentinel in January 2020, previously working at ABG of Michigan. Rae Ann's main job responsibilities include: solving client issues and providing continuous support. She...
-
Created On: 08/14/2024
in Meet the Team H&W
Meghan Keene Manager, Health & Welfare Service Team About Me Meghan joined Sentinel in June 2023, previously working for another TPA for five years. Her most recent role was managing employee benefits. Meghan's main job responsibilities inc...
-
Created On: 08/14/2024
in Meet the Team SPA
James LaFleur Senior Plan Advisor About Me James brings an experienced perspective to creating and optimizing retirement plans for his clients. His extensive career includes advising institutional investors of all sizes, guiding individua...