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  1. My Financial Journey

    Your people can be more focused and engaged when they’re financially confident. Sentinel’s My Financial Journey solution provides employees with the education, guidance, and tools designed to help them manage debt, build budgets and savings plans,...
  2. Welcome to Sentinel

    Now that your plan transition is complete, you might have some questions about the new features and processes available to you. In the coming weeks, you'll receive quick hit tips straight to your inbox. Watch this short video to learn more: ...
  3. 3 Things Your Advisor Should Be Doing For You

    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 ...
  4. Signs You Need a New Group Insurance Broker

    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...
  5. Health Insurance 201

    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.       ...
  6. How Emotions Impact Your Investment Strategy

    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...
  7. Health Insurance 101

    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.       ...
  8. Mandatory Roth Catch-Up Contributions in 2026

      Starting in 2026, employees earning more than $150,000 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...
  9. Planning for Health Care Costs in Retirement

    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...
  10. 2025 SECURE ACT: Long-Term Part-Time Employees (LTPTs)

    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 (voluntary contributions employees make to their retirement plan) after two con...