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  1. Automatic Contribution Increase

    If permitted by your plan, you can elect to automatically increase your contribution rate. From your Dashboard, choose "Change Contribution Rate" from the Contribution Rate tile: Next, choose the option to edit your contribution rate. ...
  2. HSA Rollover to Sentinel

    Guidelines for rolling funds from an existing HSA   You may choose to rollover assets from an existing HSA to your Sentinel HSA, but it important you understand some of the requirements when rolling assets in from an existing HSA.  A r...
  3. 5 for 5: Five B's for Financial Fitness for 2021

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  4. Status of Your Distribution Request

    Once your distribution request is submitted, it will route through a few review and processing steps. For transparency, we provide line of sight into their activities for you, directly on the Dashboard page of your online account.  All distrib...
  5. 5 for 5: Financial Planning Process

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  6. Submitting A Tuition Claim

    Submitting your claim online is the quickest and easiest way to be reimbursed from your plan. To submit your application for Tuition Reimbursement please follow these steps: 1.   Submit your application online:  Once logged into your onl...
  7. Submitting a Fitness Claim

    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 ...
  8. Logging into your Tuition and/or Fitness Account

    1.  To access your reimbursement account, go to sentinelgroup.com and select “I am an Individual.”  2.  From the login box dropdown menu, select “Tuition & Fitness Accounts.” Enter your Username and Pass...
  9. 5 For 5: Investing & the Upcoming Election

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  10. Automatic Rollover IRA

    What is an automatic rollover IRA? An automatic rollover is a distribution of an account for terminated employees who have a balance of $5,000 or less. Please note that the employer can set the threshold to less than $5,000 in their plan document...