A fiduciary is any person who uses their own discretion when administering and managing the plan or controlling the plan’s assets. Fiduciary status is based on functions performed, not just a person’s title. They ordinarily include the trustee(s), investment advisors, all individuals exercising discretion in the administration of the plan, and all members of a plan’s administrative committee. A fiduciary is not someone who performs strictly operational functions.
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- FSA Eligibility
- FSA Qualifying Events & Election Changes
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- Termination of Employment - FSA Guidelines
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- HRA / HSA / FSA Comparison Chart
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- Employer Portal Login (Reimbursement Accounts)
- Reports & Notifications (Reimbursement Accounts)
- Accessing Employee Data (Reimbursement Accounts)
- FSA/HSA Contribution File Data Import
- Plan Info & Forms (Reimbursement Accounts)
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- Invoices (Reimbursement Accounts)
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- March 2023 FSA - Setting up notifications
- January 2023 - What you need to file an FSA claim
- November 2022 - Tracking Your FSA & HSA Expenses
- September 2022 FSA - Navigating Your Online Account
- June 2022 FSA - What you need to file an FSA claim
- June 2022 HSA - Tips for investing in your HSA
- April 2022 - 2 ways to simplify your account experience
- November 2021 - Gearing Up for OE - Expense Tracker
- September 2021 FSA - What you need to file an FSA claim
- September 2021 HSA - New tools for your HSA!
- June 2021 - COVID-19 PPE is now HSA, FSA eligible
- Future Email Topics
- March 2023 HSA - setting up notifications
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- COVID-19 National Emergency Ends
- American Rescue Plan Act
- Electing Plan Changes for the American Rescue Plan Act
- PPE Now FSA/HSA Eligible
- Claim Filing Runout Period Extension
- Consolidated Appropriations Act of 2021
- Electing Plan Changes for Consolidated Appropriations Act
- Election Changes & Payroll Deductions
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- FSA Rollover Amount Increase
- CARES Act - New Eligible Expenses
- Furloughed Employees
- Sentinel's Service Commitment
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- Plan Sponsor Web Navigation Guide
- Viewing Plan and Participant Transactions
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- Simple Guide to your Retirement Services Invoice
- How to Update Employee Contact Information and/or Security Questions
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- Lost Participant Tracking and Maintenance
- Employee Status Date Changes
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- Sponsor Approval of Distribution Requests
- Tips for Reviewing Distribution Requests
- Sponsor Approval of Loan Requests
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- Mandatory Distributions (Automatic Rollover IRA's)
- 403(b) Contract Exchanges and Transfers
- Non-Discrimination Testing & Corrective Distributions
- CARES Act Loan Repayment Deferment
- Qualified Birth or Adoption Distributions
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- Self-certification of Hardship Distributions
- Self-certification of Hardship Withdrawals - Administrative Procedure
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- Plan Compliance Calendar
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- Uploading the Annual Census Verification & Annual Employer Package
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- IRS Plan Document Restatement for Cycle 3
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- Mergers, Acquisitions & Other Company Transactions
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- Sample Board Resolution
- SECURE ACT: Long-Term Part-Time Employees (LTPTs)
- Case Study: Strategies for Improving Plan Health
- Document Subscription Services
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- What are the Allowable Safe Harbor Reasons for Hardship Withdrawals?
- What are the timing rules for submitting employee deferral contributions into the plan?
- What is a Controlled Group (Code Section 414(b) & (c))?
- What is an Affiliated Service Groups (Code Section 414(m))?
- How does Automatic Enrollment work?
- How does vesting work?
- When do our employees become eligible to participate in the retirement plan?
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- What is Financial Finesse?
- What am I supposed to give a new employee regarding the retirement plan?
- How do participants enroll in the plan?
- How do I submit participant information changes?
- How do I submit participant contributions and/or loan payments to the plan?
- How do participants make investment changes?
- How do participants change their salary deferral into the plan?
- Do I have to provide plan notices to participants every year?
- How do participants receive statements?
- Can participants access the plan using their phones?
- What is the Service Center phone number?
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- What reports and requests can I expect to receive?
- Does Sentinel offer financial education?
- Does Sentinel offer webinars for additional training?
- Does Sentinel provide information about the market conditions?
- Personalized Investing FAQs
- How soon after a change is requested online is it reflected in a participant's account?
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- COBRA Qualifying Events
- When must the initial notice be sent to covered employees and spouses?
- What are the premium payment deadlines regarding COBRA coverage?
- How does COBRA continuation coverage requirements apply to Cafeteria Plans and other Flexible Benefit arrangements?
- Who is entitled to COBRA Coverage?
- What are Qualifying Events?
- What plans are subject to COBRA?
- What triggers the obligation to offer COBRA coverage?
- What is the purpose of the Initial COBRA Notice?
- Does each Qualified Beneficiary have independent election rights under COBRA?
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