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Retirement Plan Advisors

Most people only have one retirement to worry about. As a Financial Professional, you have many. Each of your clients requires your complete attention – and in partnering with Sentinel, you have ours.

Is the stress of managing your retirement plan getting in the way of your workload? Sentinel can help ease those burdens, from enrollments to distributions, contribution monitoring and tax filing.

You remain in control of your personalized investment strategy using only the investments offered in the retirement plan.

In partnership with Allianz, Sentinel's lifetime income program helps build and protect a portion of defined contribution plan savings in preparation for retirement.

When it comes to payroll and benefit solutions, Sentinel is always working to streamline processes for our clients.

401(k) & 403(b) Plan Services: Our approach uses an open architecture retirement platform to combine plan administration and recordkeeping services.
Third-Party Administration: We partner with top third-party benefit administrators to offer alternative retirement planning services and support for your clients with seamless integration.
Other Retirement Plan Services: No matter how unique your needs are, we can help. We offer ERISA & Actuarial Consulting, Cash Balance and Defined Benefit Plans, and Non-Qualified 401(k) Plans – to name a few.

Our approach uses an open architecture retirement platform to combine plan administration and recordkeeping services.

We prioritize service excellence and handle all issues in house, meaning you don’t have to fill in the gaps yourself.

We do it all – recordkeeping, TPA, 3(16) services, and personalized investing – offering a seamless, one-stop solution while keeping you connected with participants.

We curate a custom, flexible plan that meets your specific needs.

Highly educated on ERISA, our team has hands-on experience in retirement plan operations, streamlining communications and providing a competitive advantage.

Your Advisor Channel Consulting Team

Our Advisor Channel Consultants can help you design and implement high performing retirement plans that meet the needs of both your clients and their employees.

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