Partnering with Us

Having the right partner helps you stand out

Is the stress of managing your retirement plan getting in the way of your workload? Sentinel can help ease those burdens, from enrollments to distributions, contribution monitoring and tax filing.

You remain in control of your personalized investment strategy using only the investments offered in the retirement plan.

In partnership with Allianz, Sentinel's in-plan annuities help build and protect a portion of defined contribution plan savings in preparation for retirement.

When it comes to payroll and benefit solutions, Sentinel is always working to streamline processes for our clients.

Partnering With Us

Most people only have one retirement to worry about. As a Financial Professional, on the other hand, you have many. Each of your clients requires your complete attention – and in partnering with Sentinel, you have ours.

  • 401(k) & 403(b) Plan Services: Our proprietary open architecture retirement platform combines retirement plan administration and recordkeeping services, making you and your client’s lives easier. 

  • Third-Party Administration: We partner with top third-party benefit administrators to offer alternative retirement planning services and support for your clients with seamless integration.

  • Other Retirement Plan Services: No matter how unique your needs are, we can help. We offer ERISA & Actuarial Consulting, Cash Balance and Defined Benefit Plans, and Non-Qualified 401(k) Plans – to name a few.

Portfolio Maintenance

This tutorial will provide an overview of the different ways you can realign the model portfolios utilized by your plans with Sentinel.
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5 Reasons Advisors Love to Work With Us

1. We are an independent recordkeeper. We bundle all your administrative needs in one solution, so you don’t need to outsource an external TPA.

2. We are a high niche recordkeeper. We prioritize service excellence and handle all issues in house, meaning you don’t have to fill in the gaps yourself.

3. We make it easy to connect. We have a wealth of resources available that encourage visibility and connection with participants.

4. We offer flexible, innovative solutions. We curate a custom, flexible plan that meets your specific needs. 

5. We are industry experts. Our team is highly educated on ERISA and how retirement plans operate.

Your Advisor Channel Consulting Team

Our Advisor Channel Consultants can help you design and implement high performing retirement plans that meet the needs of both your clients and their employees.

Jerry Cicalese

Senior Vice President, Strategic Partnerships

Joyce Clouthier

Senior Consultant, Advisor Channel Consultant

Dennis Davis

Vice President, Strategic Partnerships & Plan Consulting

Eric Grzejka

Vice President, Advisor Channel Consulting

Daria Oterin

Senior Consultant, Advisor Channel Consultant

Advisor Channel Consulting offers strategies around:

  • Meet-your-educator and/or advisor visibility
  • Forced messaging upon termination
  • Enrollment material support including co-Branded Venrollment videos
  • Ijoin ACT User Experience
  • Managed Accounts
  • Financial wellness tools and monthly webinars through BALANCE
  • Participant messaging
  • On-Demand gap analysis experience
  • Outsourced onsite education capabilities (Spanish available)

Take the Next Step.

Contact our Advisor Channel Consulting Team to see just how Sentinel can help you, your clients and their participants. 

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