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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...
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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...
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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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Review the guide below to get the most from your online account.
For a quick highlight of commonly used features online click HERE . ...
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View our Participant Website Navigation Guide to learn how to get the most from your online retirement account.
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Keeping your email address, mailing address and phone number up-to-date is important so we can quickly and easily contact you if you forget your password or to verify certain online account activity. You’ll also be required to participa...
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Show Me How to Transfer Between Investments
To manage your investments or contributions, choose Manage Investments from the Manage My Account menu.
From here you can update your future investment elections by selec...
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Review the guide below to learn more about the ways to move money between investments within your retirement account.
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Employers can automatically enroll employees in a plan, such as a 401(k) or 403(b), and place contributions deducted from employees’ paychecks into certain predetermined investments, unless the employees decide otherwise. Participants have the opp...
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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...