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The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t disproportionately favor employees ...
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Yes. Chief Investment Officer Matt McPhail, CFA, AIF and his team publish a quarterly update with current developments in today’s economy as well as their thoughts on future market conditions. The update also details how these trends affect the mutu...
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Participant guides for employees enrolled in FSA, HSA and Commuter benefits. FSA Participant Guide HSA Participant Guide Commuter Account Participant Guide ...
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Options available for participants to file a FSA claim with Sentinel.
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For a brief tutorial on how to approve participant loan request, please watch our quick interactive video.
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If you are having trouble logging into an online account, the following common errors may help resolve your issue: Passwords are case sensitive. Check to make sure your caps lock is off and you are entering your password as it was originally creat...
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Instructions for updating employment status through the Sentinel Employer Portal.
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If you are looking to research participant information/transactions or assist a plan participant make changes to their account, such as contribution election changes, investment changes, request a loan or withdrawal or to just update some personal i...
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Changes to active participants' name, address, date of birth, date of hire, date of termination, etc. will be reported to Sentinel through the payroll contribution files. Terminated participants will self-manage changes using the Sentinel website. Y...
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Overview If you are the plan sponsor of a 403(b) plan, it may not be a surprise to you to see your plan participants with more than one investment account. This is not be confused with one or more mutual funds in their retirement account. In this a...