Equally liable. Equally responsible. Equally sharing your burden of risk.
Most people only have one retirement to worry about. You, on the other hand, have many. And each one requires your complete attention.
As a fiduciary, it’s up to you to handle administration, oversee plan management and make decisions regarding plan assets. And if that’s not enough, you’re also tasked with regulatory compliance and legal liability—not to mention the plan's overall performance.
We can help. Sentinel Pension Advisors works with Plan Sponsors like you as a fiduciary. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we share the burden of responsibility. Our independent team of accredited investment advisors follows industry best practices for fiduciary governance when advising clients. As a CEFEX certified firm, Sentinel Pension Advisors undergoes a rigorous, annual audit to ensure we are doing the job right for our clients.
From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants.
Participant Education & Services
Lifestyle Portfolio Management
You’ve carried the weight of your company’s retirement plan long enough. We’ll help you bear the burden from here. To learn more, contact us today. Or call (800) 436-6689. We’re here to help you get started.
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Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.
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