-
For a brief tutorial on how to approve participant loan request, please watch our quick interactive video.
...
-
SampleBoardResolution.pdf ...
-
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...
-
On Wednesday, April 29, the Employee Benefits Security Administration, Department of Labor, Internal Revenue Service, and Department of the Treasury (the “Agencies”) released a final rule (“final rule,” or “rule”) which altered and extended the time...
-
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...
-
Under SECURE 2.0, effective as of January 1, 2023, any participant that was not previously subject to RMDs who has attained age 73 and is terminated or is considered a 5% owner is required to take a minimum distribution each year. A 5% owner is defi...
-
Unlike Health and Dependent Care FSA elections, employees may change their Transit and Parking elections on a monthly basis. Generally, election changes should be effective the month following notification of the change. Updating Transit/Parkin...
-
General HSA frequently asked questions.
-
Changes to active participants' name, address, date of birth, date of hire, date of termination, etc. will be reported to Sentinel through the payroll contribution files. Terminated participants will self-manage changes using the Sentinel website. Y...
-
Overview of taking distributions from HSA accounts.