Popular Articles

1. Nondiscrimination Testing - Section 125

   Last Updated: 05/03/2018 in Reimbursement Accounts Plan Compliance
   What is Section 125 Nondiscrimination Testing? Your plan allows employees to pay for their health care and dependent care expenses on a pre‐tax basis. This saves both the employer and the employee money on Income taxes and Social Security taxes....

2. Termination of Employment - FSA Guidelines

   Last Updated: 05/22/2018 in Reimbursement Accounts Flexible Spending Accounts (FSA)
   Medical Reimbursement FSAs - A terminated employee is not eligible for reimbursement of claims for services that occurred after the separation from service. However, if the employee incurred expenses prior to the separation from service, those clai...

3. HSA Identity Verification

   Last Updated: 05/08/2018 in Reimbursement Accounts Health Savings Accounts (HSA)
   HSA accounts are covered by the U.S. Patriot Act which has strict guidelines in place for verifying the account holder's identity. As part of the verification process Sentinel must verify the customer's name, physical address, date of birth ...

4. Adding or Updating FSA Enrollments

   Last Updated: 04/12/2019 in Reimbursement Accounts Flexible Spending Accounts (FSA)
   As employees join your organization and experience qualifying life events, you may need to enroll new participants or update election amounts through the online Employer Portal.  Creating a new employee profile and enrollment: Log into ...

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

   Last Updated: 04/05/2019 in Retirement Plan Administration Plan Compliance Obtaining EFAST2 Credentials and Electronic 5500 Submission
   Visit www.sentinelgroup.com and hover over “I am an Employer” Login with your credentials: Visit www.sentinelgroup.com Click on the Employer Login tab and select Retirement Accounts Enter your User ID and Password to access you...

6. Sponsor Approval of Participant Distribution Requests

   Last Updated: 11/12/2019 in Retirement Plan Administration Loans and Distributions
   If you have received notification that an employee is requesting a distribution/withdrawal from their retirement account, the request must be approved by a authorized signer.  You can be considered an authorized signer if you have received the ...

7. Obtaining EFAST2 Credentials

   Last Updated: 04/15/2019 in Retirement Plan Administration Plan Compliance Obtaining EFAST2 Credentials and Electronic 5500 Submission
   The EFAST2 electronic filing requirements for Form 5500 require that you sign the Form 5500 electronically. In order to sign the Form 5500, you will need to obtain filing signer credentials. The Department of Labor (DOL) will not permit us to obtai...

8. Plan Compliance Calendar

   Last Updated: 12/04/2019 in Retirement Plan Administration Plan Compliance
   Compliance Calendar (for printing or saving) ...

9. Uploading the Annual Census Verification & Annual Employer Package

   Last Updated: 09/17/2018 in Retirement Plan Administration Plan Compliance
   To upload the Annual Census Verification & Annual Employer Package at the close of the Plan Year, please follow these steps: 1. Log in with your access credentials to the  Plan Sponsor Dashboard here . 2. From the Plan Sponsor Dashboard,...

10. How to Update Employee Contact Information and/or Security Questions

    Last Updated: 11/04/2019 in Retirement Plan Administration Account Maintenance
    Because the employee was not able to correctly answer one of their own security questions, or if no questions are currently on file, we are not able to authenticate their identity properly.  We have asked the employee to reach out to you for as...

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