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41. Automatic Enrollment Reporting

    Created On: 08/08/2025 in Retirement Plan Administration Submitting Payroll Files
    Automatic Enrollment Reporting We provide reporting to all automatic enrollment clients to help them fulfill their responsibility of ensuring that all new hires auto enroll in the plan (unless they opt out or make an affirmative election). Al...

42. IRS Plan Document Restatement for Cycle 2 - 403(b) Plans

    Created On: 08/04/2025 in Retirement Plan Administration Plan Compliance
    403(b) Plan Document Restatement for Cycle 2 The Internal Revenue Service ("IRS") requires that all pre-approved 403(b) plans be restated every few years to incorporate all regulatory updates since the last restatement period in order to remain c...

43. Personalized Investing: A Smarter Path to Retirement Readiness

    Created On: 09/19/2025 in Webinar Library For Employers
    Today’s participants face increasingly complex and high-stakes decisions about how to invest for retirement, decisions many are unprepared to make. Left on their own, participants often end up with portfolios that are misaligned with their goals, ...

44. Staying Ahead: Fiduciary Best Practices and Legislative Insights for Institutional Plans

    Created On: 09/19/2025 in Webinar Library For Employers
    Fiduciary duty plays a foundational role in ensuring that institutional retirement plans are managed with the utmost care, integrity, and diligence. In this session, we’ll explore the essential responsibilities plan fiduciaries carry under ERISA—i...

45. Evolution of the Advisor: Guiding HR Professionals Towards Financial Wellness & Workforce Resilience

    Created On: 09/19/2025 in Webinar Library For Employers
    As HR shifts from administrative tasks to a more strategic leadership role, advisors must evolve alongside them – or risk falling behind.  Helping employees navigate their financial stress, retirement readiness, and overall well-being are top pri...

46. Medicare & Social Security: What You Need to Know

    Created On: 09/18/2025 in Webinar Library For Employees
    Medicare and Social Security are often confusing, but they don’t have to be. By having a strong foundation of the basics, you can set yourself and your clients up for success. Whether you’re new to the world of Medicare and Social Security or just...

47. Helping Participants Retire: Your Role as a Plan Sponsor

    Created On: 09/19/2025 in Webinar Library For Employers
    The retirement industry is experiencing a major shift – one that Plan Sponsors can’t afford to ignore. Previous models left many participants unprepared for retirement. Now, with more people retiring than ever and new government policies in place,...

48. Empower Your People: High-Impact Strategies to Boost Retirement Readiness

    Created On: 09/19/2025 in Webinar Library For Employers
    What really moves the needle when it comes to helping employees retire successfully? In this panel discussion, we'll explore how thoughtful plan design and personalized participant support can work together to improve retirement readiness. Our sp...

49. Meet Kristina Hosmer

    Created On: 04/29/2025 in Meet the Team H&W
    Kristina Hosmer Health & Welfare Account Manager About Me Kristina joined Sentinel in 2019, previously working for 6 years in Sentinel's Service Center. Her main job responsibilities include: account management and supporting the flexible s...

50. Multi-factor Authentication

    Created On: 04/23/2025 in Reimbursement Accounts Online Tools
    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 ...

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