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The Sentinel HSA is a simple way to create a smart HSA investment strategy. Your initial funds will be allocated to the HSA default fund, the HCB Interest Bearing Account. Once your account balance exceeds $1,000, you may allocate HSA funds to oth...
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Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...
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Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages. 1. Log In to your online account. If you cannot remember your log in or need help with the log in process, ...
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You will need to maintain a minimum of $1,000.00 in the default cash investment. Once your balance is above the required minimum you may elect to move some of your funds into the investment options available within your plan. In order to set up y...
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The Sentinel HSA is a simple way to create a smart HSA investment strategy. Your initial funds will be allocated to the HSA default fund, the HCB Interest Bearing Account. Once your account balance exceeds $1,000, you may allocate HSA funds to oth...
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If you’ve lost your job, or are changing jobs, you may be wondering what to do with your retirement account. To help you make the best decision for you, we have provided a summary of advantages and disadvantages for each option to help you think a...
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If a rollover distribution is requested in a year when a Required Minimum Distribution (RMD) must be taken, no portion of the account is eligible for rollover until the RMD has been made to the participant for that calendar year. The distribution ...
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What is Personalized Investing? Personalized Investing is a professionally managed, fully digital investment strategy that makes investing easier for you. Exactly as the name implies, personalized investing takes key financial and demographic d...
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Submitting your claim online is the quickest and easiest way to be reimbursed from your plan. You will know immediately that Sentinel has received your claim and you can upload the required substantiation right in your portal. To ensure that you...
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Getting your funds via direct deposit is easy and a much faster way to receive your reimbursement. 1. Once you are logged into your online account you will have a menu at the top of your account. Select Banking/Cards from the Accounts menu. ...