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  1. HSA & FSA Account Interaction

    Last Updated: 05/08/2023 in Reimbursement Accounts Health Savings Accounts (HSA)
    Impact of Medical FSA coverage on HSA eligibility.

  2. Employer Portal Login (Reimbursement Accounts)

    Last Updated: 06/28/2023 in Reimbursement Accounts Online Tools
    Visit sentinelgroup.com . Ensure you have "For Employers" selected in the upper left corner. Click the green "Login" button. First time users can click the “Sign Up Now” link below the Sign In button and follow t...

  3. Annual FSA Plan Reconciliation & Forfeitures

    Last Updated: 05/22/2018 in Reimbursement Accounts Plan Compliance
    Medical FSA has an experience gain with respect to a year of coverage if total premiums paid is greater than total claims reimbursements and reasonable administrative costs for year. Excess can be returned to participants as dividends or premium r...

  4. Who is the Plan Sponsor?

    Last Updated: 09/27/2018 in Retirement Plan Administration Frequently Asked Questions (FAQ) Account Maintenance FAQ
    The term Plan Sponsor refers to the Employer who established and maintains the Plan. The entity is defined in the Plan Document. The Plan Sponsor has several major responsibilities: To act in the interest of the participants and beneficiaries To ...

  5. Plan Compliance Calendar

    Last Updated: 02/21/2024 in Retirement Plan Administration Plan Compliance
    Compliance Calendar (for printing or saving) ...

  6. 3(21) & 3(38) Advisory vs Broker

    Last Updated: 09/18/2018 in Fiduciary Advisory Services Advisory Services
    There are three ways to engage a financial professional to assist with the advisory operations of your retirement plan.  3(38) Discretionary Fiduciary Advisor 3(21) Non-Discretionary Fiduciary Advisor Broker of Record (BOR) A 3(38) fiduci...

  7.  Plan Sponsor Web Navigation Guide

    Last Updated: 10/13/2023 in Retirement Plan Administration Account Maintenance
    Review our Plan Sponsor Website Navigation Guide to learn how to get the most from your company's online retirement account. ...

  8. Participant Rollover Request Approval

    Last Updated: 11/23/2020 in Retirement Plan Administration Account Maintenance
    In this article, we will cover the review process for incoming web-initiated participant rollover requests, the timing of email notifications related to those requests, and detail the supporting documentation provided for your review. Notifications...

  9. Obtaining EFAST2 Credentials

    Last Updated: 04/14/2023 in Retirement Plan Administration EFAST2 Credentials & Electronic 5500 Filing
    How to obtain your EFAST2 filing signer credentials: The Department of Labor’s EFAST2 Form 5500 filing program The EFAST2 electronic filing requirements for Form 5500 require that you sign the Form 5500 electronically.  The Department o...

  10. What is a Controlled Group (Code Section 414(b) & (c))?

    Last Updated: 10/10/2018 in Retirement Plan Administration Frequently Asked Questions (FAQ) Compliance FAQ
    A controlled group is a group of related businesses that have common ownership. For purposes of determining qualification of plan(s), all employees of all corporations which are members of a controlled group of corporations, within the meaning of S...

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