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Automatic Enrollment Processing While the overall process is similar for all automatic enrollment plans, the exact timeline differs slightly depending on your plan’s entry requirements. The timeline and examples for different wait periods are o...
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Automatic Enrollment Reporting We provide reporting to all automatic enrollment clients to help them fulfill their responsibility of ensuring that all new hires auto enroll in the plan (unless they opt out or make an affirmative election). Al...
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403(b) Plan Document Restatement for Cycle 2 The Internal Revenue Service ("IRS") requires that all pre-approved 403(b) plans be restated every few years to incorporate all regulatory updates since the last restatement period in order to remain c...
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Created On: 04/29/2025
in Meet the Team H&W
Lisa Day Senior Health & Welfare Account Manager About Me Lisa joined Sentinel in 2025, previously working as an Account Manager for a flexible benefit TPA (third-party administrator) for 15 years. Prior to that, she worked in client servic...
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Created On: 04/29/2025
in Meet the Team H&W Kristina Hosmer Jr. Health & Welfare Account Manager About Me Kristina joined Sentinel in 2019, previously working for 6 years in Sentinel's Service Center. Her main job responsibilities include: account management and supporting the flexible...
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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...
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You rely on your employees to show up each day focused and ready to drive your company forward, but when financial stress from personal debt and lack of savings weighs them down, it's hard for them to give their best. As an employer, it's your r...
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Created On: 04/17/2025
in Meet the Team RPS
Now that your plan transition is complete, you might have some questions about the new features and processes available to you. In the coming weeks, you'll receive quick hit tips straight to your inbox. Watch this short video to learn more: ...
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Managing a retirement plan is a big responsibility that holds personal risk. As a fiduciary, you're tasked with ensuring proper plan administration, overseeing plan management, and making decisions about plan assets, all while keeping your people ...
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When it comes to group insurance, your broker isn't just another vendor. They're a partner in your organization's success. But how do you know if you're working with the right broker? Watch this short video for signs you need a new Group Insurance B...