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161. What are the Allowable Safe Harbor Reasons for Hardship Withdrawals?

     Created On: 05/15/2019 in Retirement Plan Administration Frequently Asked Questions (FAQ) Compliance FAQ
     Profit Sharing and 401(k) Plans, if elected under the plan's Adoption Agreement, may allow for withdrawals when an immediate and heavy financial needs is evident. While a Plan Administrator may offer hardship requirements other then those to be list...

162. How to EFILE Form 5500 (5500-SF) - Sentinel Web Client

     Created On: 04/05/2019 in Retirement Plan Administration EFAST2 Credentials & Electronic 5500 Filing
     1. Visit sentinelgroup.com . Ensure you have "For Employers" selected in the upper left corner. Click the green "Login" button. 2. Enter your email address and password to access the employer portal. If you have never logged into the employer port...

163. How to EFILE Form 5500 (5500-SF) - FT William

     Created On: 04/05/2019 in Retirement Plan Administration EFAST2 Credentials & Electronic 5500 Filing
     Once you receive the notification link from Sentinel Benefits your forms are ready for submission, please select the link provided in the e-mail. This will land your on the FT William login page: Enter your Login Name and Password. If your first...

164. Obtaining EFAST2 Credentials

     Created On: 04/04/2019 in Retirement Plan Administration EFAST2 Credentials & Electronic 5500 Filing
     How to obtain your EFAST2 filing signer credentials: The Department of Labor’s EFAST2 Form 5500 filing program The EFAST2 electronic filing requirements for Form 5500 require that you sign the Form 5500 electronically.  The Department of Labor (DO...

165. Non-Discrimination Testing & Corrective Distributions

     Created On: 02/20/2019 in Retirement Plan Administration Distributions, Loans and Rollovers
     The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t disproportionately favor employees ...

166. When do our employees become eligible to participate in the retirement plan?

     Created On: 01/11/2019 in Retirement Plan Administration Frequently Asked Questions (FAQ) Compliance FAQ
     This information is provided in your Plan Documents.  If Sentinel provides these documents for you, you can obtain a copy of your Summary Plan Description (SPD) from the reporting section in your plan sponsor web account.  Access it by choosing "Sta...

167. Online Contribution Center Instructions

     Created On: 01/10/2019 in Retirement Plan Administration Submitting Payroll Files
     View our tutorial to learn more about submitting contribution files through our Plan Sponsor website. ...

168. Contribution Center Template FAQs

     Created On: 01/10/2019 in Retirement Plan Administration Submitting Payroll Files
     Why are hours and compensation needed on a per pay period basis? The compensation and hours information is important for recordkeeping purposes for vesting, distributions, compliance testing and determining eligibility. Current Hours: Current...

169. Creating and Viewing Plan Reports and Forms

     Created On: 12/19/2018 in Retirement Plan Administration Account Maintenance
     Review our Sponsor Report Access Guide to learn how to access, create and view reports from your company's online retirement account. For additional information and guidance in regards to available reports, the below refer...

170. Plan Sponsor Web Navigation Guide

     Created On: 12/10/2018 in Retirement Plan Administration Account Maintenance
     Review our Plan Sponsor Website Navigation Guide to learn how to get the most from your company's online retirement account. ...

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