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Last Updated: 08/14/2024
in Meet the Team SPA
James LaFleur Senior Plan Advisor About Me James brings an experienced perspective to creating and optimizing retirement plans for his clients. His extensive career includes advising institutional investors of all sizes, guiding individua...
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Disability insurance has become an increasingly valuable part of a comprehensive employee benefits package. Not only does disability insurance fill the gaps in financial protection offered by other programs like Social Security, it is also a highl...
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The Basics Group-term life insurance is coverage that employers offer to employees only. Coverage may be employer- or employee-paid. Often, employers offer a specified benefit (flat fee or percentage of salary) that is cost-free for employees, th...
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Summary of Electronic Delivery Regulations : On May 21, 2020, the Department of Labor (DOL) issued a final regulation allowing employers to delivery certain ERISA required documents and disclosures electronically. The new rule allows for default...
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What is 408(b)(2)? The purpose of the 408(b)(2) disclosure for retirement plan sponsors is to provide transparency and clarity regarding the fees and compensation that service providers (in this case Sentinel Group) charge for their services wi...
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Last Updated: 07/16/2024
in Meet the Team RPS Tom Siano Director, Plan Consulting About Me Tom joined Sentinel in January 2008, previously working for Schloss & Co. Tom's main job responsibilities include: providing quality service and building relationships with our clients; developing...
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Last Updated: 07/16/2024
in Meet the Team RPS Laura Farmand Manager, Retirement Plan Consulting About Me Laura joined Sentinel in March 2013. Laura enjoys breaking down complex compliance topics for employers and making the content easier to understand. Laura's main job responsibilities...
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Last Updated: 07/16/2024
in Meet the Team RPS David Mirabito VP, Actuarial & Consulting Services About Me David joined Sentinel in July 2005. Professionally, he is most proud of passing more than 20 exams during his career to earn his prestigious designations. He enjoys the analytical na...
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What is 404(a)(5)? 404a-5, issued by the Department of Labor (DOL), mandates that plan administrators of participant-directed individual account plans furnish eligible participants and beneficiaries with specific plan-related and investment-relat...
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We know that saving for retirement is important to you. Building up your retirement savings is a significant goal. Your retirement plan offers a convenient way to save and provides tax benefits to help your account grow. We are committed to provi...