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Need help determining how much to contribute per pay period to save the maximum allowed based on your age and the IRS maximum? Check out FINRA's " save the max " calculator as a resource.**
What are catch-up contributions? Catch-up...
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The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t dispr...
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Last Updated: 02/11/2026
in Retirement Accounts Loans
Paying off your loan or making a one-time partial payment* is simple and can be initiated online. To generate the form needed and begin the process click here or follow steps below. 1. Complete the online loan payoff form . Access the f...
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Last Updated: 02/05/2026
in FSA/HRA/HSA HSA HSA Investments
The Sentinel Group HSA is a simple way to create a smart HSA investment strategy. Once your account balance exceeds the minimum cash threshold, you may allocate HSA funds to other investment options. We offer a choice of select investments opt...
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Last Updated: 01/29/2026
in FSA/HRA/HSA Medical FSA
You'll need to provide a letter of medical necessity (LMN) when certain expenses require written confirmation from your physician. This letter should state that the treatment is necessary to treat or prevent a physical or psychological illness. Ex...
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There are a few scenarios in which you can remove the funds from your employer sponsored retirement plan. Separation from Service Distributions after the age of 59½ Hardship Distributions Birth or Adoption Required Minimum Distribution D...
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Consolidating your retirement accounts with Sentinel Group 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 form ...
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If you cannot recall your login credentials, select "Forgot your login?" below the credential fields on the Account Access page:
Once you have selected "Forgot your login?" you will be prompted to enter some addit...
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Once you submit your distribution request, it routes through a few review and processing steps. or transparency, we provide real-time visibility into these activities directly on the Dashboard page of your online account. We send all distributio...
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When your account statement is available you will receive a notification by email directing you to view the statement details in your online account . Once you are logged into your online account - select Message Center from your Main Account p...