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  1. Debit Card Tracking Reports

    The Employer Portal offers two reports that may be helpful to you in tracking employee debit cards. Both reports can be run by logging into the Employer Portal online and accessing the Reports tab. Debit Card Mail Date Report This report will...
  2. Invoices (Reimbursement Accounts)

    Delivery Invoices for monthly administration fees are issued monthly and will include fees for services performed by Sentinel during the previous month. Typically there will be a separate invoice for each plan that you offer. All invoices are del...
  3. Annual Debit Card Substantiation Report

    Each year Sentinel will review your plan for unsubstantiated debit card transactions that occurred during the prior plan year. Unsubstantiated transactions are ones for which Sentinel has requested additional documentation or repayment from the part...
  4. Debit Card Transaction Substantiation (Receipt Requests)

    Participants that take advantage of the Benny Card will enjoy an 80% auto-adjudication rate which means that, in most cases, they will not need to submit additional documentation to Sentinel. There are instances where additional documentation will b...
  5. Debit Card Overview

    The Benny Prepaid VISA makes it fast and convenient for participants to access the money in their account. The Benny Card contains the available balance of all Sentinel accounts and tracks it by account type – healthcare, dependent care, trans...
  6. Ordering Debit Cards

    Employees may order additional/replacement debit cards through their online account at sentinelgroup.com or by calling our Service Center at (888) 762-6088. Instructions for ordering cards online can be found on the Employee Help Center by clickin...
  7. Mandatory Distributions

    If your plan has an automatic cash out and/or rollover provision, we will periodically review the plan and notify terminated participants who have a balance below the plan's cash-out threshold that they must take action on their retirement accou...
  8. Mobile App Flyer (Reimbursement Accounts)

    Mobile app promotional flyer for FSA, HSA, HRA and Commuter Accounts. Mobile-App-Sentinel-Benefits.pdf ...
  9. Email: Update Your Digital Contact Information

    Download this email template to send to your participants to remind them of the importance of reviewing and updating their retirement account information with Sentinel. ...
  10. Retirement Plan Enrollment Flyer

    Use the links below for a flyer you can use to encourage your employees to enroll in your company's retirement plan. Please be sure to update your company name and plan access code on the flyer. Enrollment Flyer - English Enrollment Flyer -...