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. 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...

65. 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.

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: 05/09/2023 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 documentati...

68. How do I process a Required Minimum Distribution (RMD)?

    Last Updated: 08/02/2023 in Retirement Plan Administration Frequently Asked Questions (FAQ) Loan and Distribution FAQ
    Under SECURE 2.0, effective as of January 1, 2023, any participant that was not previously subject to RMDs who has attained age 73 and is terminated or is considered a 5% owner is required to take a minimum distribution each year. A 5% owner is defi...

69. PCORI Fees

    Last Updated: 07/30/2021 in Reimbursement Accounts Plan Compliance
    An annual fee called the Patient Centered Outcome Research Institute (PCORI) Fee applies to most HRA plans. This fee is filed and paid for via IRS Form 720 and is due each year by July 31. Health insurers are responsible for paying the PCORI fee for...

70. Viewing Plan and Participant Transactions

    Last Updated: 03/30/2022 in Retirement Plan Administration Account Maintenance
    To view a specific participant transaction, please follow these steps: Log in to the employer portal from sentinelgroup.com and select "Retirement" from the home page of the portal . From the Plan Sponsor Dashboard, select Transactions  the...

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