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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...
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Now that you've mastered the basics of health insurance, let's go one step further. Watch this short video to learn more advanced terms to help you make even smarter healthcare decisions.
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Investment success isn’t just about choosing the right portfolio – it’s about managing emotions. Biases like envy, fear of loss, and the urge to act can lead to poor decisions, such as trying to time the market or chasing risky trends. Maintaining...
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Confused by your health insurance options? Whether you're choosing a plan or trying to understand your benefits, knowing the key terms can make a big difference. Let's break them down together in this short video.
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Starting in 2026, employees earning more than $145,000 in prior year FICA wages must make 401(k) and 403(b) catch-up contributions as Roth rather than pre-tax. In light of the extensive payroll coordination and planning required to administer catch-...
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Planning for health and wealth needs is essential for a secure retirement. By integrating medical expenses into your financial strategy, you can better prepare for the rising costs of healthcare, especially Medicare. It’s important not to wait un...
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Effective for plan years beginning after December 31, 2024, long-term, part-time, employees (as defined in SECURE 2.0) must be permitted to make elective deferrals after two consecutive 12-month periods with at least 500 hours of service. This...
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Created On: 12/20/2024
in Meet the Team RPS
Ali Singleton Senior Plan Consultant About Me Ali joined Sentinel in August 2024, previously working as a Plan Consultant, Plan Manager, Conversion Specialist and New Business Consultant. Ali explains, "My team is absolutely fantastic. My ma...
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Created On: 12/20/2024
in Meet the Team RPS
Nick Galliano Plan Consultant About Me Nick joined Sentinel in October 2024, previously working as a Plan Consultant for a third-party administrator in Tampa, FL. He has been in the industry since 2022. Nick’s main job responsibilities inc...