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Last Updated: 03/27/2025
in Meet the Team
Nicholas Ockenga CFP®, AIF®, Financial Planner About Me Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely with retirement plan sponsors on employee education and ...
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Last Updated: 03/27/2025
in Meet the Team
James Bremis CFP®, CPWA®, AIF®, CPFA™, Financial Planner About Me James is focused on providing guidance to retirement plan participants and helping his private clients addressing the two fundamental questions that every investor has: "Will...
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Are you looking for collateral and content to distribute to your employees? Here are links to some of our most commonly used communication pieces: Employee Brochures that provide an overview of flexible spending accounts, health savings acco...
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Starting in 2026, employees earning more than $145,000 in prior year FICA wages must make 401(k) and 403(b) catch-up contributions as Roth rather than pre-tax. In light of the extensive payroll coordination and planning required to administer catch-...
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Last Updated: 02/27/2025
in Meet the Team
Greg Puig Head of Group Insurance, Partner About Me With a passion for assisting clients in all things benefits and Health & Welfare, Greg is a key player on Sentinel’s leadership team. Having called Sentinel home for 13+ years, he is drive...
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Last Updated: 02/26/2025
in Meet the Team H&W
Roxanne Paiz Sr. Health & Welfare Account Manage r About Me Roxanne joined Sentinel in September 2007 as part of the acquisition of Geller Group. She has 17 years of experience and is most proud, professionally, of being a recipient of the S...
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Last Updated: 02/26/2025
in Meet the Team H&W
Julie Green Sr. Health & Welfare Account Manager About Me Julie joined Sentinel in October 2012, previously working as Director of Service Center for 10 years prior to her current role. Julie's main job responsibilities include: providing t...
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SECURE 2.0 presents major changes to the U.S. Retirement System. Due to the volume of changes that SECURE 2.0 presents, it is important to separate out its provisions into smaller segments. The following is a high-level summary of selected provisi...
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The SECURE 2.0 Act was passed by Congress on December 23, 2022, as part of the Consolidated Appropriations Act of 2023. This retirement plan legislation builds upon the Setting Every Community Up for Retirement Act of 2019 (SECURE Act of 2019) a...
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Effective for plan years beginning after December 31, 2024, long-term, part-time, employees (as defined in SECURE 2.0) must be permitted to make elective deferrals after two consecutive 12-month periods with at least 500 hours of service. This...