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A Position of Trust
Fiduciaries are in a position of trust and must act in accordance with the best interests of plan participants and beneficiaries. Sentinel Pension Advisors, Inc. manages our clients’ risk while simultaneously improving overall plan performance for participants.1
Fiduciary advisory services include:
- Proprietary appraisal of existing investment program
- Customized Investment Policy Statement
- Ongoing ERISA compliance review
- Regular trustee and Investment Committee plan review meetings
- Quarterly FundScape Reports delivered confidentially
- Fiduciary training
- Dedicated plan advisors and Financial Planners as a personal resource
People, Process & Philosophy
Chief Investment Officer, CFA Matt McPhail, leads our investment management team and holds decades of industry experience as well as various financial designations.
We manage more than $8 billion in Defined Contribution and Defined Benefit plans, contributing to the retirements of hundreds of thousands of Americans.
Our prudent process starts with the Investment Policy Statement and formation of an Investment committee that sets the foundation for documented trustee reviews.
The team frequently meets and communicates with the investment management teams of the funds we utilize.
Our Investment Committee meets regularly to review economic and market conditions, asset allocation & fund performance.
"Sentinel is one of those partners that match us. They bring passion to the job. They’ve got this unique desire to make our employees’ lives better."
Investment Management
Your plan’s investments are our priority. We adhere to a disciplined investment management process to ensure every client’s needs are properly evaluated.
We evaluate your plan’s current investment offerings, benchmarking the investment return, risk and expenses.
Our consultative approach helps you easily identify what matters most, what your immediate needs are and what your future needs may be.
Our managers are screened for style consistency, risk-adjusted performance, consistency of performance and low expenses. Our qualitative analysis considers the philosophy behind the numbers, how the investment policy is implemented and by who.
To ensure each investment continues to demonstrate the behavior and asset class characteristics it was selected to provide, we never stop subjecting the funds to comprehensive performance and risk analysis.
Meet Your Team
Julie Doran Stewart
Head of Fiduciary Advisory Services
Jim English
Senior VP, Senior Plan Advisor
Eileen Greenspan
Senior VP, Retirement Plan Advisory
John Harrington
VP, Retirement Plan Advisory
Sentinel's Participant-Focused Outcomes
Our CERTIFIED FINANCIAL PLANNERs™, or CFPs® help simplify the often confusing world of finances and benefits for participants:
- Establish goals and create a plan to achieve them
- Evaluate assets, liabilities, income, taxes, investments and insurance
- Identify areas of concern and help address them by developing a financial plan
- Review the plan periodically to accommodate changing personal circumstances and financial goals
Your Employees Aren't Alone
Take the Next Step.
Request a complimentary plan benchmark to see how your plan measures up!
And to learn more about our fiduciary advisory services contact us today by calling (800) 436-6689 or filling out the form to the right.
1 Overall plan performance includes various measures of plan health, including high plan participation by eligible employees, meaningful deferral rates, high average participant balances, improved retirement readiness scores, and demonstrated use of various plan features available to participants (i.e. Roth deferrals, catch-up contributions for those over age 50, etc.).
