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Updated Articles

  1. SECURE Act 2.0 Reference Guide

    The SECURE 2.0 Act was passed by Congress on December 23, 2022, as part of the Consolidated Appropriations Act of 2023. This retirement plan legislation builds upon the Setting Every Community Up for Retirement Act of 2019 (SECURE Act of 2019) and...
  2. Monthly Reimbursement Process

    Enrolled COBRA members will pay their monthly COBRA premiums to Sentinel.  Each month Sentinel will forward those monies to the client, less the 2% administration fee.   The client continues to pay the insurance carriers' invoices on the m...
  3. COBRA Qualifying Events

    What specific events (“triggering events”) can be Qualifying Events?   Death of the covered employee; Voluntary or involuntary termination of the covered employee’s employment other than by reason of gross misconduct (note ...
  4. Plan Compliance Calendar

    Compliance Calendar (for printing or saving) ...
  5. Active COBRA Member Listing

    This report will give you a listing of all COBRA members – enrolled, pending, terminated, etc. – all statuses. Log into COBRApoint from www.sentinelgroup.com Go to Reports / Standard Reports / Qualified Beneficiary Plan Members ...
  6. Monthly Client Remittance Report

    Each month when the COBRA Monthly Reimbursement payment is received, run the following report out of COBRApoint to match up the COBRA participants with the money received. Deposits this month will be for activity in the prior month. For example, a...
  7. Personalized Investing FAQs

    What is Personalized Investing? Personalized Investing, also known as a managed account, is a professionally managed, fully digital investment strategy that makes investing easier for plan participants. Exactly as the name implies, personalized i...
  8. Personalized Investing FAQs

    What is Personalized Investing? Personalized Investing, also known as a managed account, is a professionally managed, fully digital investment strategy that makes investing easier for plan participants. Exactly as the name implies, personalized i...
  9. Meet Greg Puig

    Greg Puig Head of Group Insurance, Partner About Me With a passion for assisting clients in all things benefits and Health & Welfare, Greg is a key player on Sentinel’s leadership team. Having called Sentinel home for 13+ years, he ...
  10. Meet Nicholas Ockenga

    Nicholas Ockenga CFP®, AIF®, Financial Planner About Me Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group.  Nicholas works closely with retirement plan sponsors on employee edu...