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151. 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...

152. 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...

153. Debit Card Transaction Substantiation (Receipt Requests)

     Created On: 09/26/2019 in Reimbursement Accounts Debit Cards
     Participants that take advantage of the Sentinel debit 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 documentati...

154. Debit Card Overview

     Created On: 09/26/2019 in Reimbursement Accounts Debit Cards
     The Sentinel debit card makes it fast and convenient for participants to access the money in their account. The debit card contains the available balance of all Sentinel accounts and tracks it by account type – healthcare, dependent care, HSA, trans...

155. Ordering Debit Cards

     Created On: 09/26/2019 in Reimbursement Accounts Debit Cards
     Employees may order additional/replacement debit cards through their online account at sentinelgroup.com or by calling our Service Center at (888) 762-6088. Instructions for ordering cards online can be found on the Employee Help Center by clickin...

156. Mandatory Distributions (Automatic Rollover IRA's)

     Created On: 09/17/2019 in Retirement Plan Administration Distributions, Loans and Rollovers
     If your plan has an automatic cash out and/or rollover provision, we will periodically review the plan and notify terminated participants who have a balance below the plan's cash-out threshold that they must take action on their retirement account. ...

157. Mobile App Flyer (Reimbursement Accounts)

     Created On: 06/13/2019 in Reimbursement Accounts Document Library
     Mobile app promotional flyer for FSA, HSA, HRA and Commuter Accounts. Mobile App Flyer ...

158. What are the Allowable Safe Harbor Reasons for Hardship Withdrawals?

     Created On: 05/15/2019 in Retirement Plan Administration Frequently Asked Questions (FAQ) Compliance FAQ
     Profit Sharing and 401(k) Plans, if elected under the plan's Adoption Agreement, may allow for withdrawals when an immediate and heavy financial needs is evident. While a Plan Administrator may offer hardship requirements other then those to be list...

159. How to EFILE Form 5500 (5500-SF) - Sentinel Web Client

     Created On: 04/05/2019 in Retirement Plan Administration EFAST2 Credentials & Electronic 5500 Filing
     1. Visit sentinelgroup.com . Ensure you have "For Employers" selected in the upper left corner. Click the green "Login" button. 2. Enter your email address and password to access the employer portal. If you have never logged into the employer port...

160. How to EFILE Form 5500 (5500-SF) - FT William

     Created On: 04/05/2019 in Retirement Plan Administration EFAST2 Credentials & Electronic 5500 Filing
     Once you receive the notification link from Sentinel Benefits your forms are ready for submission, please select the link provided in the e-mail. This will land your on the FT William login page: Enter your Login Name and Password. If your first...

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