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1. CARES Act FAQ

   Created on: 04/01/2020 in Retirement Plan Administration CARES Act
   The Coronavirus, Aid, Relief and Economic Security (CARES) Act enacted on March 27, 2020 includes several key provisions that may positively benefit your retirement plan participants.  Please note that the changes now allowed due to the CARES ...

2. Sentinel's Service Commitment

   Created on: 03/31/2020 in Reimbursement Accounts COVID-19 Response Resources
   As our valued client, we want to assure you that we are committed to providing continued service to you and your plan participants throughout the duration of the Coronavirus outbreak. While our employees have not been directly affected by the virus ...

3. Furloughed Employees

   Created on: 03/31/2020 in Reimbursement Accounts COVID-19 Response Resources
   In the event that your organization is in the position that employees must be placed on furlough, it is generally acceptable to treat these situations as an unpaid leave of absence. Please speak with our account manager for additional details and to...

4. Payroll Deductions and Election Changes

   Created on: 03/31/2020 in Reimbursement Accounts COVID-19 Response Resources
   Dependent Care FSA The IRS generally defines change in cost of coverage as a qualifying event for Dependent Care FSA plans. As a result, the recent disruptions in child care services can be sited as a qualifying event to allow a participant to st...

5. CARES Act - New Eligible Expenses

   Created on: 03/31/2020 in Reimbursement Accounts COVID-19 Response Resources
   The Coronavirus Aid Relief and Economic Security Act (CARES Act) signed into law on Friday, March 27, 2020 includes an important change to reimbursement plans. Among other provisions, the bill permanently reinstates coverage of over-the-counter (OTC...

6. Simple Guide to your Retirement Services Invoice

   Created on: 02/11/2020 in Retirement Plan Administration Account Maintenance

7. Debit Card Tracking Reports

   Created on: 10/10/2019 in Reimbursement Accounts Debit Cards
   The Employer Portal offers two reports that may be helpful to you in tracking employee debit cards. Both reports can be run by logging into the Employer Portal online and accessing the Reports tab. Debit Card Mail Date Report This report will...

8. Invoices (Reimbursement Accounts)

   Created on: 10/10/2019 in Reimbursement Accounts Online Tools
   Delivery Invoices for monthly administration fees are issued monthly and will include fees for services performed by Sentinel during the previous month. Typically there will be a separate invoice for each plan that you offer. All invoices are del...

9. Annual Debit Card Substantiation Report

   Created on: 10/10/2019 in Reimbursement Accounts Debit Cards
   Each year Sentinel will review your plan for unsubstantiated debit card transactions that occurred during the prior plan year. Unsubstantiated transactions are ones for which Sentinel has requested additional documentation or repayment from the part...

10. Debit Card Transaction Substantiation (Receipt Requests)

    Created on: 09/26/2019 in Reimbursement Accounts Debit Cards
    Participants that take advantage of the Benny Card will enjoy an 80% auto-adjudication rate which means that, in most cases, they will not need to submit additional documentation to Sentinel. There are instances where additional documentation will b...

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