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Add and remove plan contacts by completing the form linked below. This will authorize Sentinel to assist members of your team with plan questions and changes. It also authorizes online access to the Employer Portal. Upon receipt of the form Sentinel...
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Instructions for entering or updating HRA enrollments through the Sentinel Employer Portal.
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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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As an advisory client, your Plan has a dedicated Plan Advisor. Your Plan Advisor is responsible for working with your Retirement Plan Committee to conduct the Plan Review Meeting(s), provide investment and plan design recommendations and support you...
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Transit and Parking costs can be expensive and some employee’s may have expenses that exceed the IRS monthly limit for pre-tax deductions. Given that Transit claims must be processed using the Sentinel debit card, some employee's may find themselves...
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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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Participants who have separated from service or who need to take a distribution due to age or financial hardship must request a distribution via the Sentinel website. The distribution option will only populate if the participant is eligible for a di...
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Instructions for updating employment status through the Sentinel Employer Portal.
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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 ...
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Instructions for adding HSA enrollments through the Sentinel Employer Portal.