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71. HSAs Explained

    Created On: 11/07/2023 in Reimbursement Accounts Open Enrollment Educational Emails
    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...

72. FSAs Explained

    Created On: 11/07/2023 in Reimbursement Accounts Open Enrollment Educational Emails
    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...

73. Self-certification of Hardship Withdrawals - Administrative Procedure

    Created On: 10/19/2023 in Retirement Plan Administration Distributions, Loans and Rollovers
    These procedures describe the general processing considerations for hardship distributions through participant self-certification. Self-certification is available for plans that have Safe Harbor hardship reasons. Self-Certification of Hardship Dist...

74. Self-certification of Hardship Distributions

    Created On: 09/28/2023 in Retirement Plan Administration Distributions, Loans and Rollovers
    One of the provisions of the SECURE 2.0 Act of 2022 permits plan administrators to rely on a participant’s self-certification that they meet the conditions for a hardship distribution. Under this provision, plan administrators are not required t...

75. Document Subscription Services

    Created On: 09/27/2023 in Retirement Plan Administration Plan Compliance
    What is the service? The document subscription service caters specifically to defined contribution retirement plan documents that are on Sentinel’s pre-approved document. It offers comprehensive coverage for all required amendments and restatements...

76. Case Study: Strategies for Improving Plan Health

    Created On: 09/27/2023 in Retirement Plan Administration Plan Compliance
    Case Study: Strategies for Improving Plan Health (for printing or saving) ...

77. Case Study: Strategies for Improving Plan Health

    Created On: 09/27/2023 in Retirement Plan Administration Advisor Channel
    Case Study: Strategies for Improving Plan Health (for printing or saving) ...

78. Employee Status Date Changes

    Created On: 09/19/2023 in Retirement Plan Administration Account Maintenance
    Follow the instructions below to enter a date of termination manually through the Sentinel Plan Sponsor Web Portal. While status dates should normally be entered through Contribution Center Uploads, this option provides a manual update option, when ...

79. What is Financial Finesse?

    Created On: 08/25/2023 in Retirement Plan Administration Frequently Asked Questions (FAQ) Participant Assistance FAQ
    Financial wellness has been a trending topic for both employers and the employee benefits community for the past few years. At Sentinel, we believe that financial wellness goes beyond the latest “buzzword” in benefits and that it is essential to hel...

80. What reports and requests can I expect to receive?

    Created On: 06/08/2023 in Retirement Plan Administration Frequently Asked Questions (FAQ) Other General Questions
    Below is a list of scheduled email notifications sent to retirement plan sponsors. If you would like to confirm or update which individuals are set up as contacts for your plan, you can run the Plan Contact Listing & Change Form from your plan spo...

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