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Reimbursement Accounts
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Electing Plan Changes for Consolidated Appropriations Act
Consolidated Appropriations Act of 2021
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FSA Rollover Amount Increase
CARES Act - New Eligible Expenses
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Flexible Spending Accounts (FSA)
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FSA Qualifying Events & Election Changes
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Adding or Updating FSA Enrollments
Medical Eligible Expense Guidelines
Dependent Care Eligible Expense Guidelines
Claim Reimbursement Options
Updating Employee Status for Reimbursement Accounts
Termination of Employment - FSA Guidelines
Leave of Absence - FSA Guidelines
FSA Open Enrollment Process
Health Reimbursement Arrangements (HRA)
Adding or Updating HRA Enrollments
HRA Annual Enrollment Process
HRA Plan Design Options
HRA / HSA / FSA Comparison Chart
Health Savings Accounts (HSA)
HSA Overview
HSA General FAQ
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HSA & FSA Account Interaction
Limited Purpose FSA
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HSA Employer FAQ
Adding or Updating HSA Enrollments
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HSA & Medicare FAQ
Transit & Parking
Transportation Plans Overview
Transportation Election Changes
Transporation Claims
Post-Tax Transportation
Online Tools
Employer Portal Login (Reimbursement Accounts)
Reports & Notifications (Reimbursement Accounts)
Accessing Employee Data (Reimbursement Accounts)
FSA Contribution File Data Import
Plan Info & Forms (Reimbursement Accounts)
Troubleshooting Website Login (Reimbursement Accounts)
Invoices (Reimbursement Accounts)
Debit Cards
Debit Card Overview
Ordering Debit Cards
Debit Card Transaction Substantiation (Receipt Requests)
Annual Debit Card Substantiation Report
Debit Card Tracking Reports
Document Library
Account Access Instructions (Reimbursement Accounts)
Mobile App Flyer (Reimbursement Accounts)
Dependent Care FSA Claim Form
Employee Brochure (Reimbursement Accounts)
Flexible Spending Account Worksheet
Participant Guide (Reimbursement Accounts)
Plan Sponsor Guide (Reimbursement Accounts)
FSA Eligible Items List
HRA Claim Form
Limited Purpose FSA Overview
Medical FSA Claim Form
Online Enrollment Instructions
Parking FSA Claim Form
Transportation Account Overview
Commuter Account User Guide
Communicating with Sentinel
Sentinel Contact Information (Reimbursement Accounts)
Secure Email System
Adding New Plan Contacts (Reimbursement Accounts)
FSA Contribution Processing Methods
Updating Plan Bank Info for Reimbursement Accounts
Plan Compliance
Annual FSA Plan Reconciliation & Forfeitures
ERISA Compliance - Medical FSA
Nondiscrimination Testing - Section 125
5500 Requirements for Reimbursement Accounts
PCORI Fees
Retirement Plan Administration
Account Maintenance
Viewing Plan and Participant Transactions
How to Update Employee Contact Information and/or Security Questions
Plan Sponsor Web Navigation Guide
Participant Rollover Request Approval
Multi-factor Authentication
Searching for/Updating Employee Account Information
Employee Online Account Access Assistance
Creating and Viewing Plan Reports and Forms
Simple Guide to your Retirement Services Invoice
eDelivery Regulations
Lost Participant Tracking and Maintenance
New
CARES Act
COVID-19 Resources Page
CARES Act FAQ
Coronavirus-related Distribution (CRD) Request
Coronavirus-related Loan Request
CARES Act Loan Repayment Deferment
EFAST2 Credentials & Electronic 5500 Filing
Obtaining EFAST2 Credentials
How to EFILE Form 5500 (5500-SF) - FT William
How to EFILE Form 5500 (5500-SF) - Sentinel Web Client
Loans and Distributions
Viewing/Printing a Participant Loan Amortization Schedule
Sponsor Approval of Participant Loan Requests
Sponsor Approval of Participant Distribution Requests
Non-Discrimination Testing & Corrective Distributions
Mandatory Distributions (Automatic Rollover IRA's)
Plan Compliance
Uploading the Annual Census Verification & Annual Employer Package
Plan Compliance Calendar
Year End Census Review
Annual Participant Notice Access and Delivery Requirements
Mergers, Acquisitions & Other Company Transactions
FundScape Report
Fee and Investment Disclosure Resource Center
Sample Board Resolution
Submitting Payroll Files
Contribution Center Template FAQs
Online Contribution Center Instructions
FAQ
Account Maintenance FAQ
Who is the Plan Sponsor?
Who is the Plan Administrator?
Who and What is a Fiduciary?
Who is the Third Party Administrator (TPA)?
What are 3(16) Plan Administration Services?
What is a Fidelity Bond?
How do I track participant beneficiary elections?
What are the Sentinel Alert emails I receive?
Compliance FAQ
What are the Allowable Safe Harbor Reasons for Hardship Withdrawals?
What are the timing rules for submitting employee deferral contributions into the plan?
What is a Controlled Group (Code Section 414(b) & (c))?
What is an Affiliated Service Groups (Code Section 414(m))?
How does Automatic Enrollment work?
How does vesting work?
When do our employees become eligible to participate in the retirement plan?
Loan and Distribution FAQ
How do Qualified Domestic Relations Orders (QDROs) work?
How do I remove the small balances of terminated participants from the plan?
How do I process a Required Minimum Distribution (RMD)?
How can a participant request a loan?
How do distributions work?
Participant Assistance FAQ
What am I supposed to give a new employee regarding the retirement plan?
How do participants enroll in the plan?
How do I submit participant information changes?
How do I submit participant contributions and/or loan payments to the plan?
How do participants make investment changes?
How do participants change their salary deferral into the plan?
Do I have to provide plan notices to participants every year?
How do participants receive statements?
Can participants access the plan using their phones?
What is the Service Center phone number?
Other General Questions
Does Sentinel offer financial education on the website?
Does Sentinel offer webinars for additional training?
Does Sentinel provide information about the market conditions?
Fiduciary Advisory Services
Advisory Services
I have questions. Who do I contact?
Am I Fiduciary?
Fidelity Bond and Fiduciary Liability Insurance, what is the difference and do I need it?
3(21) & 3(38) Advisory vs Broker
What is the Vault?
How do I access the Vault?
Investment Management
What is the FundScape Report?
What does it mean to have a fund on watch?
Does my plan need an Investment Policy Statement?
What is Revenue Recapture and what does it mean to my plan?
COBRA
General Information
What specific events (“triggering events”) can be Qualifying Events?
When must the initial notice be sent to covered employees and spouses?
What are the premium payment deadlines regarding COBRA coverage?
How does COBRA continuation coverage requirements apply to Cafeteria Plans and other Flexible Benefit arrangements?
Who is entitled to COBRA Coverage?
What are Qualifying Events?
What plans are subject to COBRA?
What triggers the obligation to offer COBRA coverage?
What is the purpose of the Initial COBRA Notice?
Does each Qualified Beneficiary have independent election rights under COBRA?
Group Insurance
Health Insurance
Health Insurance Terms
Qualifying Life Events
2018 ACA Compliance Deadlines
Dental & Vision Insurance
Dental Insurance 101
Vision Insurance 101
Group Term Life & Disability Insurance
Group Term Life - Commonly Asked (Tax) Questions
Disability Insurance Terms
Health + Wealth Benefits Education
Retirement
Why You Should Benchmark Your Retirement Plan
2017 Retirement Plan Benchmarking Report
10 Questions to Ask a New Retirement Plan Provider
A Blueprint for an Effective Retirement Plan
10 Questions to Ask Yourself About Your Retirement Plan
Investment Committees: Five Best Practices for Success
Group Insurance
5 Points to Consider Before Hiring An Insurance Professional
5 Must-Haves of a Great Health Insurance Broker
Reimbursement Accounts
HSA Implementation Checklist
Workplace Matters
IQ or EQ: What’s More Valuable to Your Company?
Sentinel Safeguards: Protecting Our Customers from Cybersecurity Threats
Sentinel Online Vault
Communication Templates
Retirement Plan Enrollment Flyer
Email: Update Your Digital Contact Information
Popular Articles
Nondiscrimination Testing - Section 125
Termination of Employment - FSA Guidelines
HSA Identity Verification
How to EFILE Form 5500 (5500-SF) - Sentinel Web Client
Sponsor Approval of Participant Distribution Requests
See more...
Recent Articles
New
Lost Participant Tracking and Maintenance
Electing Plan Changes for Consolidated Appropriations Act
Consolidated Appropriations Act of 2021
Sample Board Resolution
eDelivery Regulations
See more...
Home
Retirement Plan Administration
Account Maintenance
(11)
Viewing Plan and Participant Transactions
How to Update Employee Contact Information and/or Security Questions
Plan Sponsor Web Navigation Guide
Participant Rollover Request Approval
Multi-factor Authentication
See More
CARES Act
(5)
COVID-19 Resources Page
CARES Act FAQ
Coronavirus-related Distribution (CRD) Request
Coronavirus-related Loan Request
CARES Act Loan Repayment Deferment
EFAST2 Credentials & Electronic 5500 Filing
(3)
Obtaining EFAST2 Credentials
How to EFILE Form 5500 (5500-SF) - FT William
How to EFILE Form 5500 (5500-SF) - Sentinel Web Client
Loans and Distributions
(5)
Viewing/Printing a Participant Loan Amortization Schedule
Sponsor Approval of Participant Loan Requests
Sponsor Approval of Participant Distribution Requests
Non-Discrimination Testing & Corrective Distributions
Mandatory Distributions (Automatic Rollover IRA's)
Plan Compliance
(8)
Uploading the Annual Census Verification & Annual Employer Package
Plan Compliance Calendar
Year End Census Review
Annual Participant Notice Access and Delivery Requirements
Mergers, Acquisitions & Other Company Transactions
See More
Submitting Payroll Files
(2)
Contribution Center Template FAQs
Online Contribution Center Instructions
Frequently Asked Questions (FAQ)
(33)
Account Maintenance FAQ
(8)
Compliance FAQ
(7)
Loan and Distribution FAQ
(5)
Participant Assistance FAQ
(10)
Other General Questions
(3)
Popular Articles
Nondiscrimination Testing - Section 125
Termination of Employment - FSA Guidelines
HSA Identity Verification
How to EFILE Form 5500 (5500-SF) - Sentinel Web Client
Sponsor Approval of Participant Distribution Requests
See more...
Recent Articles
New
Lost Participant Tracking and Maintenance
Electing Plan Changes for Consolidated Appropriations Act
Consolidated Appropriations Act of 2021
Sample Board Resolution
eDelivery Regulations
See more...