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Add our benefits to your capabilities. Multiply your advantage.

When it comes to making your business stand out, having the right partner makes all the difference.

We place tremendous value on the relationships with the advisors and retirement plan professionals we partner with. It is our ongoing commitment to bring solutions and resources to help you build and maintain your retirement plan practice. From point of sale assistance to plan consulting and support, we are committed to serving you with a level of professionalism and expertise that exceeds the industry standard.​ Plus, we have the products, resources and technologies you need to compete — and win!

Why Sentinel?

Strength in our numbers.

*These numbers are unaudited. As of 12/31/2020 . 
3.5k
Clients in the U.S.

Serving more than 250,000 individuals. 

1.8k
Retirement Plans Administered

With $11.9B in assets under recordkeeping administration and $7.8B in assets under brokerage & advisory services. 

1.5k
Health & welfare plans

With $180M+ in premium under insurance brokerage & insurance advisory services. 

​

Service Offerings

Sound strategies, valuable insights, and carefully crafted retirement solutions.

Most people only have one retirement to worry about. You, on the other hand, have many. And each of your clients require your complete attention.

  • 401(k) & 403(b) Plan Services

    Our proprietary open architecture retirement platform combines retirement plan administration and recordkeeping services with expanded plan options, taking the burden off your clients’ shoulders so you can focus your energy where it belongs.

  • Third Party Administration

    ​If satisfied with their current recordkeeper, we strategically partner with other top retirement plan providers to offer alternative service and support for your clients through seamless integration.

  • Other Retirement Plan Services

    ​We know each plan is unique, but whatever you need, we can do. We also offer ERISA & Actuarial Consulting, Cash Balance and Defined Benefit Plans, and Safe Harbor 401(k) Plans.

Having the right partner helps you stand out.

View our certifications

Payroll Partners

Payroll integration doesn't have to be complicated.

Our 360°, or two-way integrations, remove the plan sponsor's involvement; we receive files automatically from the payroll company on behalf the sponsor, and send data back to that payroll company to update their payroll system.

We currently have 360° integrations with:

We can integrate with almost any payroll provider.

Our 180°, or one-way integration allows the payroll company to send the payroll file to us on behalf of the plan sponsor, so that they don't have the administrative burden of transmitting the file.

Currently we have 180° integrations with:

  • Accu Data Workforce Solutions
  • ADP
  • Advantage
  • BalancePoint
  • Ceridian
  • Harpers
  • PayCom
  • PAYRIGHT
  • Payrolls Plus
  • Payserv
  • PayTech
  • Performancepay

Safeguarding your accounts and safety online

Learn more about cybersecurity, what actions Sentinel is taking, and best practices for safeguarding your accounts and information online.
Learn more about cybersecurity

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