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  1. HSA Rollover to Sentinel

    Created On: 01/12/2021 in FSA/HRA/HSA HSA HSA Contributions & Distributions
    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 rollover fr...

  2. 5 for 5: Five B's for Financial Fitness for 2021

    Created On: 01/08/2021 in Video Library
     

  3. 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 distributi...

  4. 5 for 5: Financial Planning Process

    Created On: 12/03/2020 in Video Library
     

  5. Submitting A Tuition Claim

    Created On: 10/28/2020 in Tuition & Wellness Reimbursement Plans Tuition & Wellness Online Account Help
    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 online accoun...

  6. Submitting a Wellness Claim

    Created On: 10/28/2020 in Tuition & Wellness Reimbursement Plans Tuition & Wellness Online Account Help
    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 your ...

  7. Logging into your Tuition and/or Wellness Account

    Created On: 10/28/2020 in Tuition & Wellness Reimbursement Plans Tuition & Wellness Online Account Help
    1.  To access your reimbursement account, go to sentinelgroup.com . Ensure you have "For Individuals" selected in the upper left corner. 2.  Click the green "Login" button. From the login box dropdown menu, select “Tuition & Fitness Accounts.” You...

  8. 5 For 5: Investing & the Upcoming Election

    Created On: 10/16/2020 in Video Library
     

  9. 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 below the plan's cash out threshold. Common cash out thresholds are $7,000 and $5,000. Please note that the emplo...

  10. 5 For 5: Financial Planning in Your 50s

    Created On: 08/12/2020 in Video Library
     

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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.

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