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Shortly after your final payroll of a plan year is submitted, Sentinel will prepare a census template which acts as a review of your participant demographics for the plan year. The amount of data contained in this census file will vary based on th...
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Options available for participants to file a FSA claim with Sentinel.
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Participants who have separated from service or who need to take a distribution due to age or financial hardship must request a distribution via the Sentinel website. The distribution option will only populate if the participant is eligible for a di...
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The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t disproportionately favor employees ...
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Yes. Chief Investment Officer Matt McPhail, CFA, AIF and his team publish a quarterly update with current developments in today’s economy as well as their thoughts on future market conditions. The update also details how these trends affect the mutu...
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Instructions for updating employment status through the Sentinel Employer Portal.
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If you are having trouble logging into an online account, the following common errors may help resolve your issue: Passwords are case sensitive. Check to make sure your caps lock is off and you are entering your password as it was originally creat...
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Participant guides for employees enrolled in FSA, HSA and Commuter benefits. FSA Participant Guide HSA Participant Guide Commuter Account Participant Guide ...
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For a brief tutorial on how to approve participant loan request, please watch our quick interactive video.
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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...