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  1. HSA Eligibility FAQ

    Last Updated: 05/08/2023 in Reimbursement Accounts Health Savings Accounts (HSA)
    Frequently asked HSA eligibility questions.

  2. Limited Purpose FSA

    Last Updated: 01/04/2024 in Reimbursement Accounts Health Savings Accounts (HSA)
    Overview of HSA-compatible Limited Purpose FSA.

  3.  Sponsor Approval of Loan Requests

    Last Updated: 09/19/2024 in Retirement Plan Administration Distributions, Loans and Rollovers
    For a brief tutorial on how to approve participant loan request, please watch our quick interactive video. ...

  4. 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...

  5. Sample Board Resolution

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

  6. What is Group Term Life Insurance?

    Last Updated: 08/05/2024 in Group Insurance Group Term Life & Disability Insurance
    The Basics Group-term life insurance is coverage that employers offer to employees only. Coverage may be employer- or employee-paid. Often, employers offer a specified benefit (flat fee or percentage of salary) that is cost-free for employees, th...

  7. 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...

  8. Does Sentinel provide information about the market conditions?

    Last Updated: 10/02/2018 in Retirement Plan Administration Frequently Asked Questions (FAQ) Other General Questions
    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...

  9. Transportation Election Changes

    Last Updated: 05/09/2023 in Reimbursement Accounts Transit & Parking
    Unlike Health and Dependent Care FSA elections, employees may change their Transit and Parking elections on a monthly basis. Generally, election changes should be effective the month following notification of the change. Updating Transit/Parkin...

  10. HSA General FAQ

    Last Updated: 08/19/2025 in Reimbursement Accounts Health Savings Accounts (HSA)
    General HSA frequently asked questions.

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Financial planning and investment advice are offered through Sentinel Pension Advisors, LLC., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, LLC. Member FINRA & SIPC. Sentinel Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, LLC., Sentinel Pension Advisors, LLC., Sentinel Insurance Agency, Inc., and Sentinel Securities, LLC.

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