​We understand the ins and outs of fiduciary responsibility, investment processes, recordkeeping, administration, financial wellness and employee education, which allows us to take a holistic approach to plan design.

From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, Sentinel Pension Advisors’ fiduciary governance services help manage fiduciary risk for our clients while helping to improve overall plan performance for plan participants.¹

​Sentinel strives to keep the retirement planning process clear and comfortable for plan participants, and works with plan sponsors to hone in on the information employees really need. Our goal is to provide meaningful education and support on issues that matter to our clients, their employees and their families.

Your employees’ paths to retirement and all the events along the way are one-of-a-kind. Give them access to personalized guidance that can help them prepare on their terms. Work with our financial planners to help ensure your employees have the information, resources and guidance to truly utilize everything your plan has to offer.

• Proprietary appraisal of existing investment program including investment mapping and re-enrollment strategies
• Customized Investment Policy Statement
• On-going ERISA compliance review
• Regular trustee and Investment Committee plan review meetings
• Quarterly FundScape Reports delivered confidentially to investment committee members through the Sentinel Vault online portal
• Fiduciary training
• Dedicated plan advisors and financial planners become a personal resource for plan sponsors and participants
• On-going communication of plan changes, services and information