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Account Maintenance

Articles

Viewing Plan and Participant Transactions
To view a specific participant transaction, please follow these steps: Log in with your access credentials to the  Plan Sponsor Dashboard here . From the Plan Sponsor Dashboard, select Transactions  then sub-selection Research All ...
How to Update Employee Contact Information and/or Security Questions
Because the employee was not able to correctly answer one of their own security questions, or if no questions are currently on file, we are not able to authenticate their identity properly.  We have asked the employee to reach out to you for as...
 Plan Sponsor Web Navigation Guide
Review our Plan Sponsor Web Navigation Guide to learn how to get the most from your company's online retirement account. ...
Searching for/Updating Employee Account Information
If you are looking to research participant information/transactions or assist a plan participant make changes to their account, such as contribution election changes, investment changes, request a loan or withdrawal or to just update some personal i...
Participant Rollover Request Approval
For participants rolling money over into your retirement plan, Sentinel makes the process easy. When a participant completes the online form the authorized individuals on the plan will receive an e-mail notification similar to the below: By s...
Multi-factor Authentication
What is multi-factor authentication (also know as MFA)? Multi-factor authentication (MFA) is an added layer of online account security that couples a time-sensitive one-time PIN (OTP) with standard login credentials (user ID and password).  W...
Employee Online Account Access Assistance
In order for our Service Center to be able to assist with account access and/or to reset login credentials, participants will be required to have specific pieces of information that must be found within our systems here at Sentinel. There are a few...
 Creating and Viewing Plan Reports and Forms
Review our Sponsor Report Access Guide to learn how to access, create and view reports from your company's online retirement account. For additional information and guidance in regards to available reports, the below reference guide can p...