Popular Articles

31. 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...

32.  Creating and Viewing Plan Reports and Forms

    Last Updated: 12/20/2018 in Retirement Plan Administration Account Maintenance
    Review our Sponsor Report Access Guide to learn how to access, create and view reports from your company's online retirement account. For additional information and guidance in regards to available reports, the below reference guide can p...

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

    Last Updated: 05/05/2022 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...

34. How to EFILE Form 5500 (5500-SF) - FT William

    Last Updated: 04/05/2019 in Retirement Plan Administration EFAST2 Credentials & Electronic 5500 Filing
    Once you receive the notification link from Sentinel Benefits your forms are ready for submission, please select the link provided in the e-mail. This will land your on the FT William login page: Enter your Login Name and Password. If your first...

35. 10 Questions to Ask a New Retirement Plan Provider

    Last Updated: 03/30/2020 in Health + Wealth Benefits Education Retirement
    Are you in the market for a new recordkeeper, Third Party Administrator (TPA) , Registered Investment Advisor (RIA) , or any combination of the above for your retirement plan? As a fiduciary of your company’s plan, you are charged with selec...

36. What is Revenue Recapture and what does it mean to my plan?

    Last Updated: 09/18/2018 in Fiduciary Advisory Services Investment Management
    An ERISA Account is a plan level account that captures excess income (12b-1 fees, Service Fees) collected by the recordkeeper that can be used to pay eligible plan expenses or allocated back to participants.  The expense ratio of a mutual fund...

37.  Online Contribution Center Instructions

    Last Updated: 01/17/2019 in Retirement Plan Administration Submitting Payroll Files
    View our tutorial to learn more about submitting contribution files through our Plan Sponsor website.

38. Employee Brochures (Reimbursement Accounts)

    Last Updated: 10/05/2023 in Reimbursement Accounts Document Library
    Employee brochures providing overview of flexible spending accounts. Generally distributed to new hires and during open enrollment. Healthcare FSA Dependent Care FSA Limited Purpose FSA Health Savings Account (HSA) Commuter Accounts ...

39. Year End Census Review

    Last Updated: 09/28/2018 in Retirement Plan Administration Plan Compliance
    Shortly after your final payroll of a plan year is submitted, Sentinel will prepare a census template which acts as a review of your participant demographics for the plan year. The amount of data contained in this census file will vary based on the ...

40. What is an Affiliated Service Groups (Code Section 414(m))?

    Last Updated: 10/10/2018 in Retirement Plan Administration Frequently Asked Questions (FAQ) Compliance FAQ
    An Affiliated Service Group (ASG) consists of two or more organizations that have a service relationship and, in some cases, an ownership relationship. ASG members are generally in fields of service organizations (health, law, engineering, architect...

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