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SECURE 2.0 presents major changes to the U.S. Retirement System. Due to the volume of changes that SECURE 2.0 presents, it is important to separate out its provisions into smaller segments. The following is a high-level summary of selected provisi...
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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) a...
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Effective for plan years beginning after December 31, 2024, long-term, part-time, employees (as defined in SECURE 2.0) must be permitted to make elective deferrals after two consecutive 12-month periods with at least 500 hours of service. This...
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Effective for plan years beginning after December 31, 2024, long-term, part-time, employees (as defined in SECURE 2.0) must be permitted to make elective deferrals after two consecutive 12-month periods with at least 500 hours of service. This...
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Last Updated: 12/20/2024
in Meet the Team RPS
Ali Singleton Senior Plan Consultant About Me Ali joined Sentinel in August 2024, previously working as a Plan Consultant, Plan Manager, Conversion Specialist and New Business Consultant. Ali explains, "My team is absolutely fantastic. My ma...
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Last Updated: 12/20/2024
in Meet the Team RPS
Nick Galliano Plan Consultant About Me Nick joined Sentinel in October 2024, previously working as a Plan Consultant for a third-party administrator in Tampa, FL. He has been in the industry since 2022. Nick’s main job responsibilities inc...
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Compliance Calendar (for printing or saving)
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Chart comparing key features of HRA, HSA and Medical FSA plans.
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Last Updated: 12/05/2024
in Meet the Team SPA Matt Perkins VP, Senior Plan Advisor About Me Matt joined Sentinel Group in 2020 as part of a merger with ABG Michigan (joined ABG in 2007). He works closely with plan sponsors offering fiduciary governance, investment consulting and retireme...
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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...