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  1. Future Email Topics

    Some additional topics we plan to cover in future participant emails include: FSA claim filing requirements and filing options HSA investing: when and how Online portal features Adding a beneficiary for an HSA Gearing up for Open Enrollment ...
  2. April 2022 - 2 ways to simplify your account experience

    April 2022 Audience: FSA and HSA participants Topic: 2 ways to simplify your account experience Release date: April 29, 2022 Email copy: 2 ways to simplify your account experience.msg ...
  3. 403(b) Contract Exchanges and Transfers

    Overview If you are the plan sponsor of a 403(b) plan, it may not be a surprise to you to see your plan participants with more than one investment account. This is not be confused with one or more mutual funds in their retirement account. In this a...
  4. Tips for Reviewing Distribution Requests

    As your service partner, we have taken steps to provide you with as much relevant information as possible to aid you in reviewing distribution requests. Below, please find tips and considerations we have put together to assist you as you fulfill the...
  5. Invoices on the Employer Portal

    If you have been granted access to your organization's invoices, you will see a summary of your outstanding balance and due date as well as recently applied payments on the home page of your employer portal. You can view more details by clic...
  6. Simple Guide to your Retirement Services Invoice

  7. Invoices (Reimbursement Accounts)

    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...
  8. Billing FAQs

    I’d like to pay my Retirement Plan Administration or Health Benefits invoice(s). What methods of payment you accept? Check: Please make checks payable to “Sentinel Benefits Group Inc.” and mail directly to 100 Quannapowitt Par...
  9. Qualified Birth or Adoption Distributions

    The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed on December 20, 2019, permits penalty-free distributions for birth or adoption-related expenses of up to a maximum of $5,000 from defined contribution plans, including IR...
  10. Billing FAQs

    I’d like to pay my Retirement Plan Administration or Health Benefits invoice(s). What methods of payment you accept? Check: Please make checks payable to “Sentinel Benefits Group Inc.” and mail directly to 100 Quannapowitt Par...