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The FundScape Report is a proprietary investment screening tool that analyzes manager performance against peers across three key quantitative categories: Return, Risk and Portfolio factors. We’ve developed a single, comprehensive investment mana...
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Transit IRS guidelines require that all Transit claims be processed via the Sentinel debit card. Manual claims for reimbursement are generally not allowed. Parking Parking claims may be submitted via the employee's online account, via mobi...
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Sentinel Benefits & Financial Group is the third party administrator and recordkeeper, a non-fiduciary, helping you fulfill your administrative and compliance responsibilities in connection to the retirement plan. This includes assistance with compl...
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Beneficiary designations are updated by participants through the Sentinel website. During the Online Enrollment Steps, a participant will be prompted and required to elect their beneficiary. In addition, a participant may change their election onlin...
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Yes. Webinars are frequently offered to explore important topics and enhance your experience working with Sentinel Benefits. You can join our experts in interactive discussions as they explore new features and capabilities that will help improve ho...
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Instructions for enrolling online through the Sentinel Group website. Only to be used during annual open enrollment by employers utilizing the Sentinel website for online enrollment. Sentinel Online Enrollment Instructions ...
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Active, full-time employee: An individual must work for the employer on a regular basis in the usual course of the employer’s business to be considered an active, full- time employee and be eligible for coverage. Usually, a minimum number of hour...
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Changes to participant deferral contributions are made by the participant through the Sentinel website. A confirmation email is sent to the participant. Sentinel will also provide contribution rate changes to you via email confirmation. In addition,...
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Fiduciary Governance System (FGS) is a proprietary rating system designed to evaluate actively managed investment funds offered in a retirement plan. FGS considers 3 major quantitative categories in its scoring system. They are as follows: ...
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Every tax-qualified retirement plan must have a person that serves as the “Plan Administrator” as defined in ERISA Section 3(16). The Plan Administrator is a statutory plan fiduciary and is ultimately responsible for all aspects of running the ERISA...