Welcome to the Employer Help Center

Participant Rollover Request Approval

For participants rolling money over into your retirement plan, Sentinel makes the process easy. When a participant completes the online form the authorized individuals on the plan will receive an e-mail notification similar to the below:

By simply clicking the link provided, the request can be reviewed and approved. 

Once approved Sentinel is now authorized to accept the deposit into the plan and allocate to the appropriate participant's account.

For more information on how the participant process works, please see here: