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  1. HSA Participant Guide

    Created On: 10/03/2018 in FSA/HRA/HSA HSA HSA General Information
    Get an overview your your HSA account with our HSA Participant Guide.pdf .

  2. Retirement Loan Education

    Created On: 09/07/2018 in Retirement Accounts Loans
    While employed by the company sponsoring your retirement plan, you may be eligible to take a loan from your account. Like a loan that you might obtain from your local bank, taking a loan from your retirement account means that you are borrowing mone...

  3. Rolling Money Into My Plan At Sentinel

    Created On: 09/05/2018 in Retirement Accounts Contributions
    Consolidating your retirement accounts with Sentinel Benefits is as easy as 1, 2, 3. To consolidate your retirement assets into your Sentinel account, log into your online account to begin the process .  Step 1: Complete the online rollover ...

  4. Multi-factor Authentication

    Created On: 08/08/2018 in Retirement Accounts Online Account Help
    What is multi-factor authentication (also know as MFA)? Multi-factor authentication (MFA) is an added layer of online account security that couples a time sensitive one-time PIN (OTP) with standard login credentials (user ID and password).  ...

  5. Stockpiling of OTC Items With Your Medical FSA

    Created On: 06/06/2018 in FSA/HRA/HSA Medical FSA
    “Stockpiling” of OTC medications is not permitted, and expenses resulting from stockpiling are not reimbursable (i.e., there must be a reasonable expectation that such items can be used during the plan year). A product you’re purchasing should be fo...

  6. HSA Tax Forms

    Created On: 04/18/2018 in FSA/HRA/HSA HSA Tax Reporting
    All distributions from your HSA plan will be reported to the IRS and you will receive a form 1099-SA showing the total amount taken from the plan within the corresponding tax year. Distributions are exempt from income taxes as long as funds are used...

  7. Retirement Plan Tax Reporting

    Created On: 04/18/2018 in Retirement Accounts Distributions
    Funds within your retirement plan are pre-tax (excluding Roth contributions ) and gains are not reported to the IRS until the funds are removed from the plan. All withdrawals from your retirement plan (excluding loans*) will be reported to the IRS ...

  8. How Long Do I Have To Submit My Claims?

    Created On: 04/03/2018 in FSA/HRA/HSA FAQ's
    Each plan has specific rules and deadlines for when claims can be submitted. You can find the claim submission deadlines by logging into your online account. On the Home page hover your cursor over the i (information) icon next to the plan name. The...

  9. Staying Safe Online During Tax Time

    Created On: 04/03/2018 in Cybersecurity

  10. Improve Your Password

    Created On: 04/03/2018 in Cybersecurity

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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.