Welcome to the Employer Help Center

What is the Vault?

The Sentinel Online Vault is a way for Plan Sponsors to maintain all of their investment-related plan documents all in one place!

The Vault is a user-friendly, safe and secure website that houses all of your plan’s important fiduciary documents such as meeting materials and minutes, service agreements and your Investment Policy Statement (IPS). This portal will allow us to share fiduciary files with you and your retirement plan committee in a confidential manner. Keeping all of your documents and agreements in one centralized online location mitigates fiduciary risk for your organization.


 Highlights:

  • A secure, online collaboration tool
  • Private cloud solution that is managed on Sentinel’s private network
  • Our Plan Advisors upload pertinent plan documents and materials for Plan Sponsors
  • Plan Sponsors may retrieve reports and other fiduciary documents
  • Quarterly FundScape Report will be automatically posted to the Online Vault

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Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.

Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.