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Updating Contribution Rate
Show Me How to Change My Contribution Rate Many plans allow you to update your contribution rate through your online account. To update your contribution rate, log into your online account and select Change Contribution Rate from your...
Rolling Money Into My Plan At Sentinel
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 ...
How Often Can I Make a Contribution Change?
Most plans allow you to make changes to your contribution rate as often as you want. You can make the change by logging into your online account and selecting Change Contribution Rate from your summary page. You will receive an email confirmat...
Viewing Plan Contributions
You are able to view contributions made by you and your employer through your online account. 1. Once logged into your account online, make sure you are on the My Dashboard page. 2. Scroll down the page until you see the My Portfolio section...
Roth Contributions
What is Roth? A Roth deferral is an after-tax contribution, which means you must pay current income tax on the deferral. Since you have already paid tax on the deferral, you won’t pay tax on it again when you receive a distribution of your Roth d...
Catch Up Contributions Updated
Catch-up contributions are salary deferrals (also referred to as “elective deferrals”) that employees age 50 or older can make in addition to their regular retirement plan contributions. Like regular elective deferrals, catch-up contributions ...
Contribution Limits
IRS Plan Maximums - 2024 401(k) - Pre-Tax & Roth - $23,000. Plan participants are eligible to contribute up to the IRS maximum. This total includes both Roth and Pre-Tax amounts. Once you reach a total of $23,00 in contributions you may not c...
Automatic Contribution Increase
Show Me How to Schedule a 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, c...
Employer Contributions
Match - Employer Matching of your 401(k) contributions means that your employer contributes a certain amount to your retirement savings plan based on the amount of your own annual contribution. The most common way employers determine matching ...
Transferring a 403(b) Contract With An Outside Vendor To Your Sentinel Account
Transferring a 403(b) contract with an outside vendor to your account with Sentinel Benefits is as easy as 1, 2, 3. A 403(b) contract transfer is different from a rollover between retirement accounts. A rollover is a movement of one retirement ac...
Personalized Investing FAQs
What is Personalized Investing? Personalized Investing is a professionally managed, fully digital investment strategy that makes investing easier for you. Exactly as the name implies, personalized investing takes key financial and demographic d...