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What is Personalized Investing? Personalized Investing, also known as a managed account, is a professionally managed, fully digital investment strategy that makes investing easier for plan participants. Exactly as the name implies, personalized i...
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What is Personalized Investing? Personalized Investing, also known as a managed account, is a professionally managed, fully digital investment strategy that makes investing easier for plan participants. Exactly as the name implies, personalized i...
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Enrolled COBRA members will pay their monthly COBRA premiums to Sentinel. Each month Sentinel will forward those monies to the client, less the 2% administration fee. The client continues to pay the insurance carriers' invoices on the m...
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Created On: 02/13/2024
in COBRA Employer Reports
This report will give you a listing of all COBRA members – enrolled, pending, terminated, etc. – all statuses. Log into COBRApoint from www.sentinelgroup.com Go to Reports / Standard Reports / Qualified Beneficiary Plan Members ...
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Created On: 02/13/2024
in COBRA Employer Reports
Each month when the COBRA Monthly Reimbursement payment is received, run the following report out of COBRApoint to match up the COBRA participants with the money received. Deposits this month will be for activity in the prior month. For example, a...
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Created On: 01/30/2024
in Meet the Team
Nicholas Ockenga CFP®, AIF®, Financial Planner About Me Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely with retirement plan sponsors on employee edu...
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Created On: 01/30/2024
in Meet the Team
James Bremis CFP®, AIF®, CPFA™, Financial Planner About Me James is focused on providing guidance to retirement plan participants and helping his private clients addressing the two fundamental questions that every investor has: ...
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Created On: 12/08/2023
in Meet the Team
Greg Puig Head of Group Insurance, Partner About Me With a passion for assisting clients in all things benefits and Health & Welfare, Greg is a key player on Sentinel’s leadership team. Having called Sentinel home for 13+ years, he ...
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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...
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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...