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Created On: 09/19/2025
in Webinar Library Curious to learn about Bitcoin but not sure where to start? This beginner-friendly webinar breaks down the essentials without the investment talk, helping you to understand why Bitcoin matters and what it may mean for the future. We’ll begin to exp...
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Created On: 09/18/2025
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When it comes to investing, emotions can often influence our decisions more than we realize, potentially impacting the long-term success of your portfolio. The first step to overcoming these biases is recognizing them. In this webinar, we’ll expl...
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Created On: 09/18/2025
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Planning for future Long-Term Care can be scary. The expenses are vague, your needs are up in the air, and you don’t know where to start. Out of sight, out of mind, right? Wrong. At least 70%* of the population will eventually need some level of ...
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Created On: 09/18/2025
in Webinar Library Planning for health and wealth needs is essential for a secure retirement. By integrating medical expenses into your financial strategy, you can better prepare for the rising costs of healthcare, especially Medicare. It’s important not to wait unti...
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Created On: 09/18/2025
in Webinar Library Medicare and Social Security are often confusing, but they don’t have to be. By having a strong foundation of the basics, you can set yourself and your clients up for success. Whether you’re new to the world of Medicare and Social Security or just d...
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Created On: 09/18/2025
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Investment success isn’t just about choosing the right portfolio – it’s about managing emotions. Biases like envy, fear of loss, and the urge to act can lead to poor decisions, such as trying to time the market or chasing risky trends. Maintaining...
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Automatic Enrollment Processing While the overall process is similar for all automatic enrollment plans, the exact timeline differs slightly depending on your plan’s entry requirements. The timeline and examples for different wait periods are o...
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Automatic Enrollment Reporting We provide reporting to all automatic enrollment clients to help them fulfill their responsibility of ensuring that all new hires auto enroll in the plan (unless they opt out or make an affirmative election). Al...
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403(b) Plan Document Restatement for Cycle 2 The Internal Revenue Service ("IRS") requires that all pre-approved 403(b) plans be restated every few years to incorporate all regulatory updates since the last restatement period in order to remain c...
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Created On: 04/29/2025
in Meet the Team H&W
Lisa Day Senior Health & Welfare Account Manager About Me Lisa joined Sentinel in 2025, previously working as an Account Manager for a flexible benefit TPA (third-party administrator) for 15 years. Prior to that, she worked in client servic...