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Investment Advisory Services

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Sentinel Benefits & Financial Group established Sentinel Pension Advisors, Inc. more than ten years ago to provide our clients with a one-stop retirement plan solution. With an established leadership position in retirement plan management, our independent investment advisory services are a natural extension of our plan administration and compliance business, helping our clients with their fiduciary responsibilities and their employees with their investment management decisions.

Sentinel Pension Advisors, Inc. is an independent registered Investment Advisor that delivers investment management, co-fiduciary services and investment analysis reporting to retirement plan sponsors in either a direct relationship or in partnership with other financial advisors.

At Sentinel Benefits & Financial Group, we continue to invest in the necessary resources and people to offer our client’s tremendous value, unmatched expertise and best-in-class retirement plan services all in one place.

Fiduciary Services
Taking on co-fiduciary responsibility to help plan sponsors with compliance needs, plan assessments, investment management and advising employees.

Our Process
A steadfast, dedicated approach to investment management for greater consistency and greater results.

Advising Employees
Communications with employees through meetings, seminars and online tools to maximize plan participation.

Things to think about:

  • Make sure your employees have the guidance and resources to maximize plan value
  • Work with an independent advisor to monitor, rebalance or realign investment strategies
  • Mitigate risk with the professional services of a co-fiduciary

To learn more about our Investment Advisory services, contact us at 800-436-6689 or email