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When it comes to investing, emotions can often influence our decisions more than we realize, potentially impacting the long-term success of your portfolio. The first step to overcoming these biases is recognizing them. In this webinar, we’ll expl...
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Created On: 12/05/2024
in Meet the Team SPA Matt Perkins VP, Senior Plan Advisor About Me Matt joined Sentinel Group in 2020 as part of a merger with ABG Michigan (joined ABG in 2007). He works closely with plan sponsors offering fiduciary governance, investment consulting and retireme...
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Created On: 10/29/2024
in Meet the Team RPS
Erin Hannigan Plan Consultant About Me Erin joined Sentinel Group in March 2020. Prior to joining Sentinel, she worked for a CPA firm in both their audit and institutional consulting branches, running 401(k) audit engagements and analyzing ...
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Curious to learn about Bitcoin but not sure where to start? This beginner-friendly webinar breaks down the essentials without the investment talk, helping you to understand why Bitcoin matters and what it may mean for the future. We’ll begin to e...
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Are you looking for collateral and content to distribute to your employees? Here are links to some of our most commonly used communication pieces: Employee Brochures that provide an overview of flexible spending accounts, health savings acco...
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View the tutorial below to learn more about how to rebalance models.
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Created On: 08/14/2024
in Meet the Team H&W
Courtney Lee Health & Welfare Account Manager About Me Courtney joined Sentinel in January 2023, previously working in many other relevant roles like COBRA Account Manager, Customer Experience Expert and Enrollment Compliance Officer. Courtn...
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Created On: 08/14/2024
in Meet the Team H&W
Julie Green Sr. Health & Welfare Account Manager About Me Julie joined Sentinel in October 2012, previously working as Director of Service Center for 10 years prior to her current role. Julie's main job responsibilities include: providing t...
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Created On: 08/14/2024
in Meet the Team H&W
Roxanne Paiz Sr. Health & Welfare Account Manage r About Me Roxanne joined Sentinel in September 2007 as part of the acquisition of Geller Group. She has 18 years of experience and is most proud, professionally, of being a recipient of the S...
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Created On: 08/14/2024
in Meet the Team H&W Rae Ann Ploucha Health & Welfare Account Manager About Me Rae Ann joined Sentinel in January 2020, previously working at ABG of Michigan. Rae Ann's main job responsibilities include: solving client issues and providing continuous support. She...