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Created On: 08/14/2024
in Meet the Team H&W
Courtney Lee Health & Welfare Account Manager About Me Courtney joined Sentinel in January 2023, previously working in many other relevant roles like COBRA Account Manager, Customer Experience Expert and Enrollment Compliance Officer. Courtn...
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Created On: 08/14/2024
in Meet the Team H&W
Julie Green Sr. Health & Welfare Account Manager About Me Julie joined Sentinel in October 2012, previously working as Director of Service Center for 10 years prior to her current role. Julie's main job responsibilities include: providing t...
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Created On: 08/14/2024
in Meet the Team H&W
Roxanne Paiz Sr. Health & Welfare Account Manage r About Me Roxanne joined Sentinel in September 2007 as part of the acquisition of Geller Group. She has 18 years of experience and is most proud, professionally, of being a recipient of the S...
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Created On: 08/14/2024
in Meet the Team H&W Rae Ann Ploucha Health & Welfare Account Manager About Me Rae Ann joined Sentinel in January 2020, previously working at ABG of Michigan. Rae Ann's main job responsibilities include: solving client issues and providing continuous support. She...
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Created On: 08/14/2024
in Meet the Team H&W
Meghan Keene Manager, Health & Welfare Service Team About Me Meghan joined Sentinel in June 2023, previously working for another TPA for five years. Her most recent role was managing employee benefits. Meghan's main job responsibilities inc...
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Created On: 08/14/2024
in Meet the Team SPA
James LaFleur Senior Plan Advisor About Me James brings an experienced perspective to creating and optimizing retirement plans for his clients. His extensive career includes advising institutional investors of all sizes, guiding individua...
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Disability insurance has become an increasingly valuable part of a comprehensive employee benefits package. Not only does disability insurance fill the gaps in financial protection offered by other programs like Social Security, it is also a highl...
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The Basics Group-term life insurance is coverage that employers offer to employees only. Coverage may be employer- or employee-paid. Often, employers offer a specified benefit (flat fee or percentage of salary) that is cost-free for employees, th...
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Are you paying more in investment taxes than you should be? Whether you're new to investing or looking to optimize your portfolio, strategic planning is key to help maximize returns and minimize taxes. By using certain tax-efficient investing str...
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Created On: 06/26/2024
in Meet the Team RPS
Bill Visco Consulting Actuary About Me Bill joined Sentinel in September 2020, previously working as Consulting Actuary. Bill's main job responsibilities include: cross testing; annual administration including Forms 5500 and PBGC submissions...