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  1. Expense Tracking

    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
  2. Investing & HSAs

    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
  3. HSA Quick Guide

    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
  4. FSA Quick Guide

    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
  5. HSAs Explained

    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
  6. FSAs Explained

    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
  7. Self-certification of Hardship Withdrawals - Administrative Procedure

    These procedures describe the general processing considerations for hardship distributions through participant self-certification. Self-certification is available for plans that have Safe Harbor hardship reasons. Self-Certification of Hardship Dist...
  8. Self-certification of Hardship Distributions

    One of the provisions of the SECURE 2.0 Act of 2022 permits plan administrators to rely on a participant’s self-certification that they meet the conditions for a hardship distribution. Under this provision, plan administrators are not requ...
  9. Document Subscription Services

    What is the service? The document subscription service caters specifically to defined contribution retirement plan documents that are on Sentinel’s pre-approved document. It offers comprehensive coverage for all required amendments and restat...
  10. Case Study: Strategies for Improving Plan Health

    Case Study: Strategies for Improving Plan Health (for printing or saving) ...