Welcome to the Employer Help Center

Plan Compliance

Obtaining EFAST2 Credentials and Electronic 5500 Submission

The following guides will assist a Plan Sponsor in obtaining their DOL EFAST2 filing credentials as well as walk a Sponsor through submitting their Form 5500 or 5500-SF using one of our supported methods.

Articles

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,...
Plan Compliance Calendar
Compliance Calendar (for printing or saving) ...
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 ...
Annual Participant Notice Access and Delivery Requirements
Each year plan sponsors will be required to distribute disclosure notices for their qualified retirement plans. These notice can be distributed via hard copy or electronic meeting specific DOL and IRS requirements. Your plan design will dictate the ...
 Mergers, Acquisitions & Other Company Transactions
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FundScape Report
The FundScape Report is a proprietary investment screening tool that analyzes manager performance against peers across three key quantitative categories: Return, Risk and Portfolio factors. We’ve developed a single, comprehensive investmen...
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...