Popular Articles

31. HSA & Medicare FAQ

    Last Updated: 05/08/2023 in Reimbursement Accounts Health Savings Accounts (HSA)
    Frequently asked questions about Medicare's impact on HSA eligibility.

32. 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...

33. Group Term Life - Commonly Asked (Tax) Questions

    Last Updated: 09/18/2018 in Group Insurance Group Term Life & Disability Insurance
    Must the cost of employer-provided group-term life insurance be included in an employee’s gross income? Pursuant to Code Section 79, an employee may exclude  up to $50,000  of employer-provided group-term life insurance from his or her income. This...

34.  Plan Sponsor Web Navigation Guide

    Last Updated: 09/26/2024 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. ...

35. Plan Compliance Calendar

    Last Updated: 12/22/2025 in Retirement Plan Administration Plan Compliance
    Staying on top of compliance dates and tasks for retirement plans can be challenging. This resource is designed to help you keep track of key compliance, reporting and disclosure deadlines for Defined Contribution (DC) and Defined Benefit (DB) P...

36. HRA / HSA / FSA Comparison Chart

    Last Updated: 10/28/2025 in Reimbursement Accounts Health Reimbursement Arrangements (HRA)
    Chart comparing key features of HRA, HSA and Medical FSA plans.

37. Participant Fee Disclosure - What is 404(a)(5) and What Actions Should a Plan Sponsor Take?

    Last Updated: 07/09/2024 in Retirement Plan Administration Participant Notices and Fee Disclosures
    What is 404(a)(5)? 404a-5, issued by the Department of Labor (DOL), mandates that plan administrators of participant-directed individual account plans furnish eligible participants and beneficiaries with specific plan-related and investment-relat...

38. How does COBRA continuation coverage requirements apply to Cafeteria Plans and other Flexible Benefit arrangements?

    Last Updated: 10/16/2018 in COBRA General Information
    The provision of medical care through a cafeteria plan (as defined in Section 125) or other flexible benefit arrangement constitutes a group health plan. However, the COBRA continuation coverage requirements of section 162(k) apply to those medical ...

39. FSA/HSA Contribution File Data Import

    Last Updated: 07/31/2025 in Reimbursement Accounts Online Tools
    Clients using our Employer Portal to import contribution files must use one of the following templates to compile their payroll data for upload to Sentinel each pay period. File Templates The Standard Contribution File shoul...

40. 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 is t...

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