Popular Articles

61. How do I submit participant information changes?

    Last Updated: 10/10/2018 in Retirement Plan Administration Frequently Asked Questions (FAQ) Participant Assistance FAQ
    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...

62. Searching for/Updating Employee Account Information

    Last Updated: 11/04/2019 in Retirement Plan Administration Account Maintenance
    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...

63. FSA Open Enrollment Process

    Last Updated: 05/08/2023 in Reimbursement Accounts Flexible Spending Accounts (FSA)
    Overview of Sentinel's FSA open enrollment process and data transfer options available.

64. Adding or Updating HSA Enrollments

    Last Updated: 08/22/2025 in Reimbursement Accounts Health Savings Accounts (HSA)
    Instructions for adding HSA enrollments through the Sentinel Employer Portal.

65. Reports & Notifications (Reimbursement Accounts)

    Last Updated: 05/09/2023 in Reimbursement Accounts Online Tools
    To view FSA reports and notifications: Log into the Employer Portal (Click here for login instructions) From the Home page of the Sentinel Employer Portal in the Your Accounts section, click "Reimbursement Accounts" to access the FSA/HRA/HSA po...

66. Dependent Care Eligible Expense Guidelines

    Last Updated: 09/13/2024 in Reimbursement Accounts Flexible Spending Accounts (FSA)
    Overview of eligible expenses for Dependent Care FSA.

67. Debit Card Transaction Substantiation (Receipt Requests)

    Last Updated: 10/23/2025 in Reimbursement Accounts Debit Cards
    Participants that take advantage of the Sentinel debit card will enjoy an 80% auto-adjudication rate which means that, in most cases, they will not need to submit additional documentation to Sentinel. There are instances where additional documenta...

68. 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...

69. Sample Board Resolution

    Last Updated: 11/09/2020 in Retirement Plan Administration Plan Compliance
    SampleBoardResolution.pdf ...

70. Medical Eligible Expense Guidelines

    Last Updated: 10/01/2024 in Reimbursement Accounts Flexible Spending Accounts (FSA)
    Overview of eligible expenses for Medical FSA.

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