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  1. Retirement Account Enrollment Using iJoin

    Last Updated: 10/11/2024 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...

  2. Mobile App - Retirement Accounts

    Last Updated: 10/08/2024 in Retirement Accounts General Information
    The Sentinel Group app gives you real-time access to your retirement account balances as well as the ability to process account transactions wherever you are.  Search for "Sentinel Retirement" and download the app from the iTunes App Store or Goo...

  3. Set Up Your HSA Investments

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    You will need to maintain a minimum of $1,000.00 in the default cash investment. Once your balance is above the required minimum you may elect to move some of your funds into the investment options available within your plan.  In order to set up y...

  4. HSA Investment Performance and Fact Sheets

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    The Sentinel HSA is a simple way to create a smart HSA investment strategy. Your initial funds will be allocated to the HSA default fund, the HCB Interest Bearing Account. Once your account balance exceeds $1,000, you may allocate HSA funds to oth...

  5. Change Investments - HSA

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...

  6. Change Investments - HSA

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...

  7. Setting Up Health Savings Brokerage Account

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...

  8. Setting Up Health Savings Brokerage Account

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...

  9. HSA Investment Options

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    The Sentinel HSA is a simple way to create a smart HSA investment strategy. Your initial funds will be allocated to the HSA default fund, the HCB Interest Bearing Account. Once your account balance exceeds $1,000, you may allocate HSA funds to oth...

  10.  Submitting an Online Claim

    Last Updated: 09/27/2024 in FSA/HRA/HSA 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 y...

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Financial planning and investment advice are offered through Sentinel Pension Advisors, LLC., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, LLC. Member FINRA & SIPC. Sentinel Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, LLC., Sentinel Pension Advisors, LLC., Sentinel Insurance Agency, Inc., and Sentinel Securities, LLC.

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