Retirement Plan Solutions

Creative solutions from independent retirement professionals

Speak with one of our retirement plan experts today.

We believe a good retirement plan is not a commodity to be purchased or sold. It is a goal that requires careful thought and planning to execute. Working with independent retirement professionals assures that the advice you receive is unbiased and pertinent to your situation.

Sentinel Benefits & Financial Group is a leading, independent retirement plan consulting and administration practice. We boast a credentialed staff of professionals, including an in-house Actuarial Team, to work with our clients. We serve more than 2,700 retirement plans with more than $6.5 billion in plan assets across the United States.

No two clients are exactly the same and for that reason our service can be adapted to fit what each client needs. If you are interested in open architecture 401(k) plans, ask us about our TotalChoice service. If you are working with a packaged provider, but want the expertise of Sentinel to help you with compliance and tax reporting, ask us about our Alliance Partner service. Are you looking for a large tax deduction and have a business with reasonably predictable cash flow, ask us about how a Cash Balance Plan could benefit you.

We provide Administration services for all types of plans including 401(k), Profit Sharing, Defined Benefit, and ESOP plans.

Things to think about:

  • Insist on a transparent fee arrangement with your retirement plan provider.
  • Understand the total cost of your plan to be sure that the fees are reasonable in light of the services being rendered.This is your fiduciary responsibility.
  • Work with retirement professionals when establishing your plan to be sure you have the right program for your business.