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Fiduciary duty plays a foundational role in ensuring that institutional retirement plans are managed with the utmost care, integrity, and diligence. In this session, we’ll explore the essential responsibilities plan fiduciaries carry under ERISA—i...
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As HR shifts from administrative tasks to a more strategic leadership role, advisors must evolve alongside them – or risk falling behind. Helping employees navigate their financial stress, retirement readiness, and overall well-being are top pri...
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Medicare and Social Security are often confusing, but they don’t have to be. By having a strong foundation of the basics, you can set yourself and your clients up for success. Whether you’re new to the world of Medicare and Social Security or just...
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The retirement industry is experiencing a major shift – one that Plan Sponsors can’t afford to ignore. Previous models left many participants unprepared for retirement. Now, with more people retiring than ever and new government policies in place,...
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What really moves the needle when it comes to helping employees retire successfully? In this panel discussion, we'll explore how thoughtful plan design and personalized participant support can work together to improve retirement readiness. Our sp...
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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: ...