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221. Participant Guides

     Created On: 09/25/2018 in Reimbursement Accounts Document Library
     Participant guides for employees enrolled in FSA, HSA and Commuter benefits. FSA Participant Guide HSA Participant Guide Commuter Account Participant Guide ...

222. Employee Brochures (Reimbursement Accounts)

     Created On: 09/25/2018 in Reimbursement Accounts Document Library
     Employee brochures providing overview of flexible spending accounts. Generally distributed to new hires and during open enrollment. Healthcare FSA Dependent Care FSA Limited Purpose FSA Health Savings Account (HSA) Commuter Accounts ...

223. Online Account Access Instructions (Reimbursement Accounts)

     Created On: 09/25/2018 in Reimbursement Accounts Document Library
     Employee instructions for accessing the Consumer Portal for FSA, HSA, HRA and Commuter Accounts. Sentinel Account Access for Reimbursement Accounts ...

224. Plan Compliance Calendar

     Created On: 09/21/2018 in Retirement Plan Administration Plan Compliance
     Compliance Calendar (for printing or saving) ...

225. Multi-factor Authentication

     Created On: 09/19/2018 in Retirement Plan Administration Account Maintenance
     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...

226. Participant Rollover Request Approval

     Created On: 09/17/2018 in Retirement Plan Administration Account Maintenance
     In this article, we will cover the review process for incoming web-initiated participant rollover requests, the timing of email notifications related to those requests, and detail the supporting documentation provided for your review. Notifications...

227. Does my plan need an Investment Policy Statement?

     Created On: 09/17/2018 in Fiduciary Advisory Services Investment Management
     The Investment Policy Statement (IPS) is an important document for the Plan as it outlines fiduciary responsibilities and practices with respect to the Plan’s investments.  This IPS is intended to assist the Responsible Plan Fiduciary (RPF) and Sent...

228. Searching for/Updating Employee Account Information

     Created On: 09/17/2018 in Retirement Plan Administration Account Maintenance
     If you are looking to research participant information/transactions or assist a plan participant make changes to their account, such as contribution election changes, investment changes, request a loan or withdrawal or to just update some personal i...

229. Uploading the Annual Census Verification & Annual Employer Package

     Created On: 09/17/2018 in Retirement Plan Administration Plan Compliance
     To upload the Annual Census Verification & Annual Employer Package at the close of the Plan Year, please follow these steps: 1. Log in to the employer portal from sentinelgroup.com and select "Retirement" from the home page of the portal . 2. F...

230. Sponsor Approval of Distribution Requests

     Created On: 09/17/2018 in Retirement Plan Administration Distributions, Loans and Rollovers
     If you have received notification that an employee is requesting a distribution/withdrawal from their retirement account, the request must be approved by a authorized signer.  You can be considered an authorized signer if you have received the email...

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