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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 un...
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Effective for plan years beginning after December 31, 2024, long-term, part-time, employees (as defined in SECURE 2.0) must be permitted to make elective deferrals after two consecutive 12-month periods with at least 500 hours of service. This...
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Created On: 12/20/2024
in Meet the Team RPS
Ali Singleton Senior Plan Consultant About Me Ali joined Sentinel in August 2024, previously working as a Plan Consultant, Plan Manager, Conversion Specialist and New Business Consultant. Ali explains, "My team is absolutely fantastic. My ma...
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Created On: 12/20/2024
in Meet the Team RPS
Nick Galliano Plan Consultant About Me Nick joined Sentinel in October 2024, previously working as a Plan Consultant for a third-party administrator in Tampa, FL. He has been in the industry since 2022. Nick’s main job responsibilities inc...
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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: 12/05/2024
in Meet the Team SPA Matt Perkins VP, Senior Plan Advisor About Me Matt joined Sentinel Group in 2020 as part of a merger with ABG Michigan (joined ABG in 2007). He works closely with plan sponsors offering fiduciary governance, investment consulting and retireme...
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Created On: 10/29/2024
in Meet the Team RPS
Erin Hannigan Plan Consultant About Me Erin joined Sentinel Group in March 2020. Prior to joining Sentinel, she worked for a CPA firm in both their audit and institutional consulting branches, running 401(k) audit engagements and analyzing ...
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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 e...
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Are you looking for collateral and content to distribute to your employees? Here are links to some of our most commonly used communication pieces: Employee Brochures that provide an overview of flexible spending accounts, health savings acco...
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View the tutorial below to learn more about how to rebalance models.
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