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  1. Mobile App Flyer (Reimbursement Accounts)

    Mobile app promotional flyer for FSA, HSA, HRA and Commuter Accounts. Mobile-App-Sentinel-Benefits.pdf ...
  2. 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. ...
  3. 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 -...
  4. What are the Allowable Safe Harbor Reasons for Hardship Withdrawals?

    Profit Sharing and 401(k) Plans, if elected under the plan's Adoption Agreement, may allow for withdrawals when an immediate and heavy financial needs is evident. While a Plan Administrator may offer hardship requirements other then those to be ...
  5. How to EFILE Form 5500 (5500-SF) - Sentinel Web Client

    Visit www.sentinelgroup.com and hover over “I am an Employer” Login with your credentials: Visit www.sentinelgroup.com Click on the Employer Login tab and select Retirement Accounts Enter your User ID and Password to access you...
  6. How to EFILE Form 5500 (5500-SF) - FT William

    Once you receive the notification link from Sentinel Benefits your forms are ready for submission, please select the link provided in the e-mail. This will land your on the FT William login page: Enter your Login Name and Password. If your first...
  7. Obtaining EFAST2 Credentials

    The EFAST2 electronic filing requirements for Form 5500 require that you sign the Form 5500 electronically. In order to sign the Form 5500, you will need to obtain filing signer credentials. The Department of Labor (DOL) will not permit us to obtai...
  8. Non-Discrimination Testing & Corrective Distributions

    The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t disproportionately favo...
  9. When do our employees become eligible to participate in the retirement plan?

    This information is provided in your Plan Documents.  If Sentinel provides these documents for you, you can obtain a copy of your Summary Plan Description (SPD) from the reporting section in your plan sponsor web account.  Access it by cho...
  10. Online Contribution Center Instructions

    View our tutorial to learn more about submitting contribution files through our Plan Sponsor website.