Retirement Plan Solutions

Fiduciary Services

Equally liable. Equally responsible.
Equally sharing your burden of risk.

Most people only have one retirement to worry about. You, on the other hand, have many. And each one requires your complete attention.
 
As a fiduciary, it’s up to you to handle administration, oversee plan management and make decisions regarding plan assets. And if that’s not enough, you’re also tasked with regulatory compliance and legal liability—not to mention the plan's overall performance.
 
We can help. Sentinel Pension Advisors works with Plan Sponsors like you as a fiduciary. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we share the burden of responsibility. Our independent team of accredited investment advisors follows industry best practices for fiduciary governance when advising clients. As a CEFEX certified firm, Sentinel Pension Advisors undergoes a rigorous, annual audit to ensure we are doing the job right for our clients.
 
From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants.

Our comprehensive fiduciary services include:

  • Proprietary appraisal of existing investment program including investment mapping and re-enrollment strategies
  • Customized Investment Policy Statement
  • On-going ERISA compliance review with Document Seal of Approval following service engagement
  • Regular trustee and Investment Committee plan review meetings
  • Quarterly FundScape Reports delivered confidentially to investment committee members through Sentinel Vault
  • Fiduciary training

 Participant Education & Services

  • On-site group communication and individual meetings for plan participants
  • Dedicated investment consultants as a resource for participants
  • On-going communication of plan changes, services and information
  • On-site one-on-one investment consultations
  • Tailored educational seminars conducted by investment consultants

Lifestyle Portfolio Management

  • Creation of risk-based portfolios based on fund offerings
  • Fully diversified1 to match participants' individual goals, risk tolerance and time horizon
  • Proprietary range- based weekly portfolio rebalancing services
  • On-going monitoring

Take the next step.

You’ve carried the weight of your company’s retirement plan long enough. We’ll help you bear the burden from here. To learn more, contact us today. Or call (800) 436-6689. We’re here to help you get started.
 

1 Diversification neither assures a profit nor guarantees against a loss in a declining market.