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151. CARES Act - New Eligible Expenses

     Created On: 03/31/2020 in Reimbursement Accounts COVID-19 Resources
     The Coronavirus Aid Relief and Economic Security Act (CARES Act) signed into law on Friday, March 27, 2020 includes an important change to reimbursement plans. Among other provisions, the bill permanently reinstates coverage of over-the-counter (OTC...

152. Simple Guide to your Retirement Services Invoice

     Created On: 02/11/2020 in Retirement Plan Administration Account Maintenance

153. Debit Card Tracking Reports

     Created On: 10/10/2019 in Reimbursement Accounts Debit Cards
     The Employer Portal offers two reports that may be helpful to you in tracking employee debit cards. Both reports can be run by logging into the Employer Portal online and accessing the Reports tab. Debit Card Mail Date Report This report will...

154. Invoices (Reimbursement Accounts)

     Created On: 10/10/2019 in Reimbursement Accounts Online Tools
     Delivery Invoices for monthly administration fees are issued monthly and will include fees for services performed by Sentinel during the previous month. Typically there will be a separate invoice for each plan that you offer. All invoices are del...

155. Annual Debit Card Substantiation Report

     Created On: 10/10/2019 in Reimbursement Accounts Debit Cards
     Each year Sentinel will review your plan for unsubstantiated debit card transactions that occurred during the prior plan year. Unsubstantiated transactions are ones for which Sentinel has requested additional documentation or repayment from the part...

156. Debit Card Transaction Substantiation (Receipt Requests)

     Created On: 09/26/2019 in Reimbursement Accounts Debit Cards
     Participants that take advantage of the Sentinel debit card will enjoy an 80% auto-adjudication rate which means that, in most cases, they will not need to submit additional documentation to Sentinel. There are instances where additional documentati...

157. Debit Card Overview

     Created On: 09/26/2019 in Reimbursement Accounts Debit Cards
     The Sentinel debit card makes it fast and convenient for participants to access the money in their account. The debit card contains the available balance of all Sentinel accounts and tracks it by account type – healthcare, dependent care, HSA, trans...

158. Ordering Debit Cards

     Created On: 09/26/2019 in Reimbursement Accounts Debit Cards
     Employees may order additional/replacement debit cards through their online account at sentinelgroup.com or by calling our Service Center at (888) 762-6088. Instructions for ordering cards online can be found on the Employee Help Center by clickin...

159. Mandatory Distributions (Automatic Rollover IRA's)

     Created On: 09/17/2019 in Retirement Plan Administration Distributions, Loans and Rollovers
     If your plan has an automatic cash out and/or rollover provision, we will periodically review the plan and notify terminated participants who have a balance below the plan's cash-out threshold that they must take action on their retirement account. ...

160. Mobile App Flyer (Reimbursement Accounts)

     Created On: 06/13/2019 in Reimbursement Accounts Document Library
     Mobile app promotional flyer for FSA, HSA, HRA and Commuter Accounts. Mobile App Flyer ...

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