February 21, 2018

PLANADVISER Magazine Names Sentinel Pension Advisors a 2018 Retirement Plan Adviser of the Year Finalist!

PLANADVISER Magazine Names Sentinel Pension Advisors a 2018 Retirement Plan Adviser of the Year Finalist The 2018 PLANSPONSOR Retirement Plan Advisers of the Year finalists are men, women, and teams who are deemed the nation’s best advisers and help make retirement security a reality for workers across the country. The list is divided into four categories: Individual Adviser, Small Team Adviser, Large Team Adviser, and Mega Team Adviser. We are very proud to be listed as one of three finalists in the Mega Team segment.

“We are thrilled to be recognized by our clients and industry colleagues for our commitment to the retirement plan sponsor clients we serve,” said Julie Doran, SVP, Retirement Plan Advisory Services. “Sentinel’s advisory team is passionate about partnering with our clients to institute fiduciary best practices and improve outcomes for retirement plan participants.”

The winners will be announced at the annual PLANSPONSOR/PLANADVISER Excellence in Retirement Awards Celebration on March 29.

Sentinel Benefits & Financial Group and its affiliate Sentinel Pension Advisors (SPA) are not affiliated with PLANADVISER Magazine. SPA did not pay to be included in the survey. Advisers were nominated in September and October 2017. Nominations were solicited online from retirement plan advisers (however, self-nominations are not permitted), from their employers and/or broker/dealers (B/Ds) and from plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants, attorneys and pension administrators. Nominated advisers had to accept the nomination and enter the process before the end of 2017. To officially enter the process, nominated advisers were required to provide various details about their practice and answer essay questions via an online form. NEWS-023-02222018