Managing a retirement plan is a big responsibility that holds personal risk. As a fiduciary, you're tasked with ensuring proper plan administration, overseeing plan management, and making decisions about plan assets, all while keeping your people informed and engaged. The plan's success depends on you, but thankfully, you're not alone. Watch this short video to learn 3 things your advisor should be doing for you.
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- FSA Eligibility
- FSA Qualifying Events & Election Changes
- FSA Election Amounts (Medical & Dependent Care)
- Adding or Updating FSA Enrollments
- Medical Eligible Expense Guidelines
- Dependent Care Eligible Expense Guidelines
- Claim Reimbursement Options
- Updating Employee Status for Reimbursement Accounts
- Termination of Employment - FSA Guidelines
- Leave of Absence - FSA Guidelines
- FSA Open Enrollment Process
- HRA / HSA / FSA Comparison Chart
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- Employer Portal Login (Reimbursement Accounts)
- Reports & Notifications (Reimbursement Accounts)
- Accessing Employee Data (Reimbursement Accounts)
- FSA/HSA Contribution File Data Import
- Plan Info & Forms (Reimbursement Accounts)
- Troubleshooting Website Login (Reimbursement Accounts)
- Invoices (Reimbursement Accounts)
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- March 2023 FSA - Setting up notifications
- January 2023 - What you need to file an FSA claim
- November 2022 - Tracking Your FSA & HSA Expenses
- September 2022 FSA - Navigating Your Online Account
- June 2022 FSA - What you need to file an FSA claim
- June 2022 HSA - Tips for investing in your HSA
- April 2022 - 2 ways to simplify your account experience
- November 2021 - Gearing Up for OE - Expense Tracker
- September 2021 FSA - What you need to file an FSA claim
- September 2021 HSA - New tools for your HSA!
- June 2021 - COVID-19 PPE is now HSA, FSA eligible
- Future Email Topics
- March 2023 HSA - setting up notifications
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- COVID-19 National Emergency Ends
- American Rescue Plan Act
- Electing Plan Changes for the American Rescue Plan Act
- PPE Now FSA/HSA Eligible
- Claim Filing Runout Period Extension
- Consolidated Appropriations Act of 2021
- Electing Plan Changes for Consolidated Appropriations Act
- Election Changes & Payroll Deductions
- Eligible Expense Period Extension
- FSA Rollover Amount Increase
- CARES Act - New Eligible Expenses
- Furloughed Employees
- Sentinel's Service Commitment
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- Plan Sponsor Web Navigation Guide
- Viewing Plan and Participant Transactions
- Creating and Viewing Plan Reports and Forms
- Participant Rollover Request Approval
- Simple Guide to your Retirement Services Invoice
- How to Update Employee Contact Information and/or Security Questions
- Multi-factor Authentication
- Searching for/Updating Employee Account Information
- Employee Online Account Access Assistance
- Lost Participant Tracking and Maintenance
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- Sponsor Approval of Distribution Requests
- Tips for Reviewing Distribution Requests
- Sponsor Approval of Loan Requests
- Viewing/Printing a Loan Amortization Schedule
- Mandatory Distributions (Automatic Rollover IRA's)
- 403(b) Contract Exchanges and Transfers
- Non-Discrimination Testing & Corrective Distributions
- CARES Act Loan Repayment Deferment
- Qualified Birth or Adoption Distributions
- Loans Requiring Supporting Documentation
- Self-certification of Hardship Distributions
- Self-certification of Hardship Withdrawals - Administrative Procedure
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- Plan Compliance Calendar
- Audit Requirements for Retirement Plans
- Uploading the Annual Census Verification & Annual Employer Package
- Year End Census Review
- IRS Plan Document Restatement for Cycle 3
- Annual Participant Notice Access and Delivery Requirements
- Mergers, Acquisitions & Other Company Transactions
- FundScape Report
- Fee and Investment Disclosure Resource Center
- Sample Board Resolution
- 2025 SECURE ACT: Long-Term Part-Time Employees (LTPTs)
- Case Study: Strategies for Improving Plan Health
- Document Subscription Services
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- What are the Allowable Safe Harbor Reasons for Hardship Withdrawals?
- What are the timing rules for submitting employee deferral contributions into the plan?
- What is a Controlled Group (Code Section 414(b) & (c))?
- What is an Affiliated Service Groups (Code Section 414(m))?
- How does Automatic Enrollment work?
- How does vesting work?
- When do our employees become eligible to participate in the retirement plan?
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- What is Financial Finesse?
- What am I supposed to give a new employee regarding the retirement plan?
- How do participants enroll in the plan?
- How do I submit participant information changes?
- How do I submit participant contributions and/or loan payments to the plan?
- How do participants make investment changes?
- How do participants change their salary deferral into the plan?
- Do I have to provide plan notices to participants every year?
- How do participants receive statements?
- Can participants access the plan using their phones?
- What is the Service Center phone number?
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- What reports and requests can I expect to receive?
- Does Sentinel offer financial education?
- Does Sentinel offer webinars for additional training?
- Does Sentinel provide information about the market conditions?
- Personalized Investing FAQs
- How soon after a change is requested online is it reflected in a participant's account?
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- COBRA Qualifying Events
- When must the initial notice be sent to covered employees and spouses?
- What are the premium payment deadlines regarding COBRA coverage?
- How does COBRA continuation coverage requirements apply to Cafeteria Plans and other Flexible Benefit arrangements?
- Who is entitled to COBRA Coverage?
- What are Qualifying Events?
- What plans are subject to COBRA?
- What triggers the obligation to offer COBRA coverage?
- What is the purpose of the Initial COBRA Notice?
- Does each Qualified Beneficiary have independent election rights under COBRA?
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