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.
- 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