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  1. Who can be excluded from your 401(k)?

     
  2. When should you do non-discrimination testing & why is it important?

     
  3. ADP vs. Top Heavy Testing: What's the Difference?

     
  4. The Power of a Complete Retirement Plan Census

     
  5. Educating Participants about their FSA

     
  6. Educating Participants about their Retirement Plan

     
  7. Navigating the Portal

    Review the below guide to learn how to navigate your Sentinel Portal. ...
  8. Meet Liz Macomber

    Liz Macomber Senior Plan Consultant About Me Liz joined Sentinel in May 2025, previously working as a Plan Consultant for a third-party administrator in San Diego, CA. She has been in the industry since 2012. Liz serves as the day-to-day poi...
  9. Meet David Schon

    David Schon Director, Plan Consulting About Me David Schon brings decades of experience in retirement plan services to his role at Sentinel. He began his retirement services career at TIAA in 1986 and joined Sentinel in 1990. Over the years...
  10. Your Roadmap to Financial Wellness: Building Confidence at Every Stage

    Your financial journey is unlike anyone else’s – which means your plan should be just as personal. Whether you’re just starting out, saving for your family’s next big milestone, or preparing to retire, this session will show you how to approach mo...