Sentinel Group - Employers

It’s more complicated than ever for employers to piece together all the different components of a successful retirement plan – fiduciary responsibility, plan design, cost, compliance, investments, participant support – it’s never ending!

Thankfully, you don’t have to bear this burden alone. With us as your independent investment advisor and recordkeeper and the power of a trusted custodian like Charles Schwab, you’ll be able to focus your energy where it belongs – on achieving your company goals.

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We provide a single resource to help our clients plan, coordinate and manage all of their employee benefit programs. From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, we help you meet your plan objectives while keeping you and your employees informed.

We offer both discretionary ERISA 3(38) and non-discretionary ERISA 3(21) services and will also act as a fiduciary Plan Administrator – ERISA 3(16) when our advisory service is bundled with our retirement plan recordkeeping.

Our experts will customize your advisory services and ensure your employees have the information, resources and guidance to truly utilize everything your plan has to offer. With a shared goal of increasing participation and ensuring the success of your plan, we offer on-site and online seminars and one-on-one retirement planning services. Everything we do is about helping your employees with their investment management decisions—and helping you manage entire process smoothly.

Our Recordkeeping Solutions Include:

Custom plan designs for 401(k), 403(b), 401(a) and profit sharing plans
Broad investment choices with over 6,000 mutual funds representing 14,000 share classes from more than 430 fund families
Absolute independence with no proprietary investment requirements
Comprehensive plan administration, compliance testing and tax reporting
Complete fee transparency
Dedicated client service professionals assigned to your account
24/7 access to your account and reporting via our online portal
Multilingual Service Center to answer participant questions

Our advisory solutions include:

Proprietary appraisal of existing investment program including investment mapping and re-enrollment strategies
Customized Investment Policy Statement
On-going ERISA compliance review with Document Seal of Approval following service engagement
Regular trustee and Investment Committee plan review meetings
Quarterly PlanScape Reports delivered confidentially to investment committee members through Sentinel Vault
Fiduciary training
On-site group communication and individual meetings for plan participants
Dedicated investment consultants as a resource for participants
On-site one-on-one investment consultations
Tailored educational seminars conducted by investment consultants
Lifestyle portfolio management

Let's Talk

To learn more about our partnership with Schwab or our advisory and recordkeeping services, fill out the form to the right or call (800) 436-6689 to speak with a benefit expert.

Charles Schwab & Sentinel Group

Our Recordkeeping Solutions Include:

Our advisory solutions include:

Let's Talk