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Updated Articles

  1. Meet Nicholas Ockenga

    Last Updated: 01/30/2024 in Meet the Team
    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...

  2. Participant Guides

    Last Updated: 01/26/2024 in Reimbursement Accounts Document Library
    Participant guides for employees enrolled in FSA, HSA and Commuter benefits. FSA Participant Guide HSA Participant Guide Commuter Account Participant Guide ...

  3. Mobile App Flyer (Reimbursement Accounts)

    Last Updated: 01/26/2024 in Reimbursement Accounts Document Library
    Mobile app promotional flyer for FSA, HSA, HRA and Commuter Accounts. Mobile App Flyer ...

  4. Sponsor Approval of Distribution Requests

    Last Updated: 01/17/2024 in Retirement Plan Administration Distributions, Loans and Rollovers
    If you have received notification that an employee is requesting a distribution/withdrawal from their retirement account, the request must be approved by a authorized signer.  You can be considered an authorized signer if you have received the ...

  5. Tips for Reviewing Distribution Requests

    Last Updated: 01/17/2024 in Retirement Plan Administration Distributions, Loans and Rollovers
    As your service partner, we have taken steps to provide you with as much relevant information as possible to aid you in reviewing distribution requests. Below, please find tips and considerations we have put together to assist you as you fulfill the...

  6. Transportation Claims

    Last Updated: 01/09/2024 in Reimbursement Accounts Transit & Parking
    Transit IRS guidelines require that all Transit claims be processed via the Sentinel debit card. Manual claims for reimbursement are generally not allowed. Parking Parking claims may be submitted via the employee's online account, via ...

  7. Nondiscrimination Testing - Section 125

    Last Updated: 01/04/2024 in Reimbursement Accounts Plan Compliance
    What is Section 125 Nondiscrimination Testing?  Your plan allows employees to pay for their health care and dependent care expenses on a pre‐tax basis. This saves both the employer and the employee money on Income taxes and Social Security t...

  8. Updating Plan Bank Info for Reimbursement Accounts

    Last Updated: 01/04/2024 in Reimbursement Accounts Communicating with Sentinel
    To update your plan's bank information for ACH debits please complete one or both of the forms below and email to your account manager or FSAServiceTeam@sentinelgroup.com . If you prefer to complete these forms electronically, please contact yo...

  9. Transportation Plans Overview

    Last Updated: 01/04/2024 in Reimbursement Accounts Transit & Parking
    At the beginning of each plan year, employees make their benefit elections stating whether they will participate in the account and how much pre-tax salary they agree to contribute. Benefit elections may be changed based on your plan document during...

  10. HSA Investment Options

    Last Updated: 01/04/2024 in Reimbursement Accounts Health Savings Accounts (HSA)
    Overview of HSA investment options.

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Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.

Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.