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  1. Document Subscription Services

    Created On: 09/27/2023 in Retirement Plan Administration Plan Compliance
    What is the service? The document subscription service caters specifically to defined contribution retirement plan documents that are on Sentinel’s pre-approved document. It offers comprehensive coverage for all required amendments and restat...

  2. Case Study: Strategies for Improving Plan Health

    Created On: 09/27/2023 in Retirement Plan Administration Plan Compliance
    Case Study: Strategies for Improving Plan Health (for printing or saving) ...

  3. Case Study: Strategies for Improving Plan Health

    Created On: 09/27/2023 in Retirement Plan Administration Advisor Channel
    Case Study: Strategies for Improving Plan Health (for printing or saving) ...

  4. Employee Status Date Changes

    Created On: 09/19/2023 in Retirement Plan Administration Account Maintenance
    Follow the instructions below to enter a date of termination manually through the Sentinel Plan Sponsor Web Portal. While status dates should normally be entered through Contribution Center Uploads, this option provides a manual update option, when ...

  5. What is Financial Finesse?

    Created On: 08/25/2023 in Retirement Plan Administration Frequently Asked Questions (FAQ) Participant Assistance FAQ
    Financial wellness has been a trending topic for both employers and the employee benefits community for the past few years. At Sentinel, we believe that financial wellness goes beyond the latest “buzzword” in benefits and that it is esse...

  6. What reports and requests can I expect to receive?

    Created On: 06/08/2023 in Retirement Plan Administration Frequently Asked Questions (FAQ) Other General Questions
    Below is a list of scheduled email notifications sent to retirement plan sponsors. If you would like to confirm or update which individuals are set up as contacts for your plan, you can run the Plan Contact Listing & Change Form from your plan...

  7. fly! (Financial Literacy for You)

    Created On: 05/25/2023 in Retirement Plan Administration Advisor Channel
    fly! (Financial Literacy for You) is Sentinel's proprietary financial wellness program that helps make goals become reality. We focus on creating awareness, increasing engagement, and providing the tools necessary to change your financial beha...

  8. Retirement Plan Solutions - For Financial Professionals

    Created On: 05/25/2023 in Retirement Plan Administration Advisor Channel
    Retirement Plan Solutions (for printing or saving) ...

  9. 2023 Compliance Calendar

    Created On: 05/25/2023 in Retirement Plan Administration Advisor Channel
    Compliance Calendar (for printing or saving) ...

  10. fly! Program Highlights

    Created On: 05/25/2023 in Retirement Plan Administration Advisor Channel
    fly! Program Highlights (for printing or saving) ...

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