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  1. Annual FSA Plan Reconciliation & Forfeitures

    Last Updated: 10/09/2024 in Reimbursement Accounts Plan Compliance
    Medical FSA has an experience gain with respect to a year of coverage if total premiums paid is greater than total claims reimbursements and reasonable administrative costs for year.  Employers have four alternatives that comply with IRS rules rel...

  2. FSA Eligible Expense Lists

    Last Updated: 10/01/2024 in Reimbursement Accounts Document Library
    List of eligible items for Medical and Dependent Care FSA.

  3. Medical Eligible Expense Guidelines

    Last Updated: 10/01/2024 in Reimbursement Accounts Flexible Spending Accounts (FSA)
    Overview of eligible expenses for Medical FSA.

  4.  Plan Sponsor Web Navigation Guide

    Last Updated: 09/26/2024 in Retirement Plan Administration Account Maintenance
    Review our Plan Sponsor Website Navigation Guide to learn how to get the most from your company's online retirement account. ...

  5.  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. ...

  6. Portfolio Maintenance

    Last Updated: 09/19/2024 in Retirement Plan Administration Advisor Channel
    View the tutorial below to learn more about how to rebalance models. ...

  7. Investing & HSAs

    Last Updated: 09/18/2024 in Reimbursement Accounts Open Enrollment Educational Emails
    As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can ...

  8. 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.

  9. Employee Brochures (Reimbursement Accounts)

    Last Updated: 08/27/2024 in Reimbursement Accounts Document Library
    Employee brochures providing overview of flexible spending accounts. Generally distributed to new hires and during open enrollment. Healthcare FSA Dependent Care FSA Limited Purpose FSA Health Savings Account (HSA) Commuter Accounts ...

  10. Meet Meghan Keene

    Last Updated: 08/21/2024 in Meet the Team H&W
    Meghan Keene Manager, Health & Welfare Service Team About Me Meghan joined Sentinel in June 2023, previously working for another TPA for five years. Her most recent role was managing employee benefits. Meghan's main job responsibilities inc...

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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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