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  1. 5 For 5: Health + Wealth Planning

    Created On: 07/27/2020 in Video Library
     

  2. 5 For 5: Life Insurance Basics

    Created On: 07/27/2020 in Video Library
     

  3. In-plan Roth Conversion

    Created On: 07/07/2020 in Retirement Accounts Fund Transfers
    The American Taxpayer Relief Act signed into law in 2013 permits plans to adopt an expanded Roth in-plan conversion feature. If permitted by your plan document, this feature allows you to convert all or a portion of your pre-tax and traditional af...

  4. Maximizing Your Online Retirement Account Experience

    Created On: 06/11/2020 in Retirement Accounts Online Account Help
    Beyond simply navigating your account, watch the video below to learn more about some of the powerful tools available to you from your online retirement account, including: Chat Our online Help Center BALANCE Health + Wealth Hub Investor Profi...

  5. 5 for 5: Retirement Planning

    Created On: 06/04/2020 in Video Library
     

  6. 5 for 5: Estate Planning

    Created On: 06/04/2020 in Video Library
     

  7. 5 For 5: Managing Your Personal Economy

    Created On: 06/04/2020 in Video Library
     

  8. Retirement Plan Fees

    Created On: 05/05/2020 in Retirement Accounts General Information
    Administration expenses - These are charges for services such as legal, accounting, recordkeeping, and, if applicable to your company's plan, investment advisory expenses.The Plan pays certain outside service providers for these administrative e...

  9. Retirement Account Enrollment Using iJoin

    Created On: 04/29/2020 in Retirement Accounts Online Account Help
    If you have never accessed your account you will need to register as a new user. In order to register you will need your Plan Access Code which will be provided to you by your employer. Visit sentinelgroup.com . Ensure you have "For Individuals...

  10. When will I receive my Debit/Benefit Card?

    Created On: 04/17/2020 in Benefits Card Ordering new or additional cards
    Your benefits card is good for 3 years. When your card is set to expire, a new card will be issued automatically. Your existing card will work through the end of the month in which it is set to expire, or until you activate your new cards.   ***Y...

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