Welcome to the Help Center

New Articles

  1. Automatic Contribution Increase

    Created on: 01/14/2021 in Retirement Accounts Contributions
    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

    Created on: 01/12/2021 in FSA/HRA/HSA HSA HSA Contributions
    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

    Created on: 01/08/2021 in Video Library
    ...

  4. Status of Your Distribution Request

    Created on: 12/17/2020 in Retirement Accounts Distributions
    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

    Created on: 12/03/2020 in Video Library
    ...

  6. Submitting A Tuition Claim

    Created on: 10/28/2020 in Tuition & Fitness
    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

    Created on: 10/28/2020 in Tuition & Fitness
    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

    Created on: 10/28/2020 in Tuition & Fitness
    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

    Created on: 10/16/2020 in Video Library
    ...

  10. Automatic Rollover IRA

    Created on: 10/13/2020 in Retirement Accounts Distributions
    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...

Popular Articles

Recent Articles

Stay Connected

© 2021 Sentinel Benefits & Financial Group, All Rights Reserved.

Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.

Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.