Fiduciary Advisory Services

You are a fiduciary – but you’re not alone

A Position of Trust

Fiduciaries are in a position of trust and must act in accordance with the best interests of plan participants and beneficiaries. Sentinel Pension Advisors, Inc. manages our clients’ risk while simultaneously improving overall plan performance for participants.1

Fiduciary advisory services include:

  • Proprietary appraisal of existing investment program
  • Customized Investment Policy Statement
  • Ongoing ERISA compliance review
  • Regular trustee and Investment Committee plan review meetings
  • Quarterly FundScape Reports delivered confidentially
  • Fiduciary training
  • Dedicated plan advisors and Financial Planners as a personal resource

People, Process & Philosophy

Chief Investment Officer, CFA Matt McPhail, leads our investment management team and holds decades of industry experience as well as various financial designations. 

We manage more than $8 billion in Defined Contribution and Defined Benefit plans, contributing to the retirements of hundreds of thousands of Americans.

Our prudent process starts with the Investment Policy Statement and formation of an Investment committee that sets the foundation for documented trustee reviews.

The team frequently meets and communicates with the investment management teams of the funds we utilize.

Our Investment Committee meets regularly to review economic and market conditions, asset allocation & fund performance.

"Sentinel is one of those partners that match us. They bring passion to the job. They’ve got this unique desire to make our employees’ lives better."

– Gary Bernard, Executive Vice President and Chief Operations Officer, TruWest Credit Union

Investment Management

Your plan’s investments are our priority. We adhere to a disciplined investment management process to ensure every client’s needs are properly evaluated.

We evaluate your plan’s current investment offerings, benchmarking the investment return, risk and expenses.

Our consultative approach helps you easily identify what matters most, what your immediate needs are and what your future needs may be.

Our managers are screened for style consistency, risk-adjusted performance, consistency of performance and low expenses. Our qualitative analysis considers the philosophy behind the numbers, how the investment policy is implemented and by who.

To ensure each investment continues to demonstrate the behavior and asset class characteristics it was selected to provide, we never stop subjecting the funds to comprehensive performance and risk analysis.

Meet Your Team

Janelle Anderson

Plan Advisor

Lisa Barstow

Plan Advisor, Manager

Valerie Cabarle

Senior Plan Advisor

Dana Calabrese

Retirement Plan Advisor, Business Development

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Sentinel's Participant-Focused Outcomes

Our CERTIFIED FINANCIAL PLANNERs, or CFPs® help simplify the often confusing world of finances and benefits for participants:

  • Establish goals and create a plan to achieve them
  • Evaluate assets, liabilities, income, taxes, investments and insurance
  • Identify areas of concern and help address them by developing a financial plan
  • Review the plan periodically to accommodate changing personal circumstances and financial goals

Your Employees Aren't Alone

Your employees have access to our CERTIFIED FINANCIAL PLANNERs™ who will offer guidance and help them meet their goals.
Meet Your CFPs
Easy for your people icon

Take the Next Step.

Request a complimentary plan benchmark to see how your plan measures up!
And to learn more about our fiduciary advisory services contact us today by calling (800) 436-6689 or filling out the form to the right.

1 Overall plan performance includes various measures of plan health, including high plan participation by eligible employees, meaningful deferral rates, high average participant balances, improved retirement readiness scores, and demonstrated use of various plan features available to participants (i.e. Roth deferrals, catch-up contributions for those over age 50, etc.). 

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