Updated Articles

1.  Creating and Viewing Plan Reports and Forms

   Last Updated: 09/04/2025 in Retirement Plan Administration Account Maintenance
   Review the guide below to learn how to access, create and view reports from your company's online retirement account.   For additional information and guidance in regards to available reports, the below reference guide can ...

2. Adding or Updating FSA Enrollments

   Last Updated: 08/22/2025 in Reimbursement Accounts Flexible Spending Accounts (FSA)
   Instructions for entering or updating FSA enrollments through the Sentinel Employer Portal.

3. 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.

4. Adding or Updating HRA Enrollments

   Last Updated: 08/22/2025 in Reimbursement Accounts Health Reimbursement Arrangements (HRA)
   Instructions for entering or updating HRA enrollments through the Sentinel Employer Portal.

5. HSA Investment Options

   Last Updated: 08/19/2025 in Reimbursement Accounts Health Savings Accounts (HSA)
   Overview of HSA investment options.

6. HSA General FAQ

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

7. Automatic Enrollment Process

   Last Updated: 08/12/2025 in Retirement Plan Administration Submitting Payroll Files
   Automatic Enrollment Processing While the overall process is similar for all automatic enrollment plans, the exact timeline differs slightly depending on your plan’s entry requirements. The timeline and examples for different wait periods are o...

8. Automatic Enrollment Reporting

   Last Updated: 08/12/2025 in Retirement Plan Administration Submitting Payroll Files
   Automatic Enrollment Reporting We provide reporting to all automatic enrollment clients to help them fulfill their responsibility of ensuring that all new hires auto enroll in the plan (unless they opt out or make an affirmative election). Al...

9. IRS Plan Document Restatement for Cycle 2 - 403(b) Plans

   Last Updated: 08/04/2025 in Retirement Plan Administration Plan Compliance
   403(b) Plan Document Restatement for Cycle 2 The Internal Revenue Service ("IRS") requires that all pre-approved 403(b) plans be restated every few years to incorporate all regulatory updates since the last restatement period in order to remain c...

10. IRS Plan Document Restatement for Cycle 3 - 401(k) Plans

    Last Updated: 08/04/2025 in Retirement Plan Administration Plan Compliance
    Every six years, the Internal Revenue Service ("IRS") requires that all pre-approved qualified retirement plans be restated to incorporate legislative changes since the last restatement period in order to maintain their tax qualified status. This...

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