Welcome to the Employer Help Center

Popular Articles

  1. Retirement Plan Metrics That Matter

    With over 30 years in the retirement services industry, we’re powered by people! We’ve developed PlanScape, a retirement plan report that showcases our capabilities and highlights how we can help you help your employees. The PlanScap...
  2. Nondiscrimination Testing - Section 125

    What is Section 125 Nondiscrimination Testing? Your plan allows employees to pay for their health care and dependent care expenses on a pre‐tax basis. This saves both the employer and the employee money on Income taxes and Social Security taxes....
  3. Uploading the Annual Census Verification & Annual Employer Package

    To upload the Annual Census Verification & Annual Employer Package at the close of the Plan Year, please follow these steps: 1. Log in with your access credentials to the  Plan Sponsor Dashboard here . 2. From the Plan Sponsor Dashboard,...
  4. 5 Must-Haves of a Great Health Insurance Broker

    ...
  5. Year End Census Review

    Shortly after your final payroll of a plan year is submitted, Sentinel will prepare a census template which acts as a review of your participant demographics for the plan year. The amount of data contained in this census file will vary based on the ...
  6. Fee and Investment Disclosure Resource Center

    In order to make plan sponsors and participants more aware of the fees, expenses, and investments in their plans, the Department of Labor issued regulations regarding these issues. We have posted a number of relevant items here to help you understan...
  7. FSA Eligibility

    Medical FSA An employee must be eligible for group medical plan (not enrolled, only eligible) in order to be eligible for Medical FSA. Generally, pre-tax benefits may only be afforded to the employee, their spouses and dependents. An individua...
  8. Sponsor Approval of Participant Distribution Requests

    If you have received notification that an employee is requesting a distribution/withdrawal from their retirement account, the request must be approved by a authorized signer.  You can be considered an authorized signer if you have received t...
  9. What am I supposed to give a new employee regarding the retirement plan?

    Please provide new employee with two items:  Retirement Plan Education Kit - This Kit includes retirement planning education, information on how to log in and enroll, and also includes all of the legally required plan notices. Summary Plan D...
  10. 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...