Skip to main content

401(k) & 403(b) Services

Flexibility, control, and choice are all part of the plan

Your plan participants can benefit from a managed portfolio customized to their unique lifestyle and retirement needs.

At Sentinel, we’ve integrated with several payroll vendors and are able to send and receive data files, making the process easy for you and your business.

Specifically for you,only at Sentinel.

With TotalChoice, any type of defined contribution plan can be linked to any grouping of investment options, including company stock and self-directed brokerage accounts. Whether your company sponsors a 401(k), a 403(b), a 457(b) or (f), a non-qualified deferred compensation plan, or any other defined contribution plan, TotalChoice makes it possible to build what you can imagine.

“I have not heard any negative comments from any participant regarding our retirement plan. We have 800+ people and when you’re able to keep that amount of people happy that shows a lot of value!”

– Fred Berk, Co-Managing Partner, Friedman LLP

Why TotalChoice is a Great Choice:

  • Broad investment choices, with over 6,000 mutual funds representing 14,000 share classes from more than 430 fund families
  • Custom plan designs for 401(k), 403(b), 401(a), and profit sharing plans
  • Independence with no proprietary investment requirements
  • Complete plan administration, compliance testing and tax reporting
  • Custom employee enrollment materials

Meet Your Retirement Plan Services Team

Lisa Francis

Head of Customer Experience Strategy

Bryan Gordon

Health & Welfare Sales Consultant

John Grace

VP, Plan Advisor

Eileen Greenspan

Senior VP, Retirement Plan Advisory

Page 8 of 22

"They're ahead of the game. They have an enhanced website that has access to tools and education, and that's what our staff needs."

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

Explore Our Latest Blog Posts

Let's Make a Plan. Together.

Request a complimentary plan benchmark to see how your plan measures up!

And to learn more about our retirement services and how we offer an easy and cost-effective way to strengthen your plans, contact us today by calling (800) 436-6689 or filling out the form to the right.

This website uses cookies. By accepting the use of cookies, this message will close and you will receive the optimal website experience. For more information on our cookie policy, please visit our Privacy Policy.