For Financial Professionals

Recordkeeping Services

Our open approach and full transparency give you a competitive edge

We are uniquely positioned to help advisors and TPAs provide innovative, cutting edge solutions for their clients’ retirement plan needs. Our recordkeeping platform allows you to offer a daily valuation, open architecture product with minimal additional cost and little change to your regular business model. You will discover that our team is focused on you and your clients’ specific needs and consistently employs a consultative and hands-on approach. TPAs who work with us experience a true partnership in the service of their clients.

We are dedicated to helping your clients create meaningful employee benefit programs so that they can develop successful businesses. Our daily recordkeeping solution can be used for any type of participant-directed plan – 401(k), 403(b), 457(b), or non-qualified plans. Using our solution, your firm provides the local presence, consulting, and compliance testing and we provide the investment platform, website and trading technology. Sentinel will partner with you to deliver the most appropriate retirement plan for your clients.

Our recordkeeping solution includes:

  • Open architecture investment offering
  • Multiple custody platforms
  • Revenue recapture program
  • Advisor portal and support
  • Online model portfolio management
  • Fully-staffed multilingual Service Center to answer participant questions
  • 24/7 access to your accounts and reporting via our online portal
  • Direct debit of fees from plans

Our solution is open and transparent

Partnering with us gives you a competitive edge because of our fully transparent and open approach. Over 14,000 funds are available from multiple custodial platforms. We remit all revenue sharing paid by the funds back to the plan so that the Plan Sponsor can decide how to utilize the revenue.

Our solution allows you the freedom to design the plan you want for your client without any investment restrictions or proprietary fund minimums. Our online portals for advisors and Plan Sponsors allow you and your clients to obtain information on demand.

Using an outsourced provider for recordkeeping frees up your business to concentrate on providing value-added retirement services such as consulting, plan design, compliance testing and plan communication. Let us help you grow your business by giving you the capability to provide cutting edge daily valuation services.

Our recordkeeping solution features:

  • Daily valuation
  • Open architecture
  • Complete reporting package
  • Electronic statements
  • Paperless loans
  • Activity and balance downloads
  • Payroll integration

Take the next step

To learn more about our recordkeeping services, contact us or call us at (800) 436-6689 today.