A Partner Who Promotes Focus
By working with Sentinel, our clients feel assured that the retirement plan they offer is expertly managed and maintained. We share a common desire—prepare plan participants for retirement. Each client reaches this goal in a different way. Whether they need support with plan design, regulatory compliance, or contribution and distribution options, Sentinel is here to help.
We come alongside our clients to understand their circumstances, to make quality recommendations that fit them, so they can focus on other aspects of their business.

CPA
You built a relationship based on trust and expertise; you know your clients priorities. This knowledge allows you to advise them on how the decisions they make will impact their taxes. Rest assured that the trust and quality of service you receive from the entire Sentinel team will add value to your client relationships. We understand the intricacies of retirement planning and our solutions will help propel them toward their long term goals.
Financial Advisors
The investment strategies and recommendations you develop for clients are paramount to maintaining a strong relationship. Being able to offer custom plan solutions that align with their personal / business goals is essential. That is why you need Sentinel. We will support these strategies and as Third Party Administrator (TPA) come along side you to create solutions that work for them now and in the future.
Businesses
Conscientious small and large businesses alike want to honor their employees’ work with valued benefits packages. Whatever your company’s size, we can create a well-designed 401(k) plan for you and your employees. Sentinel listens to the needs of your organization and then builds a customized plan. Our plans not only prepare employees for retirement, but they also can contribute to overall satisfaction within your organization.
The Ability to Choose in Your Hands
Sentinel knows that no two clients are alike, so we offer a breadth of services to match their needs and circumstances. We do what is best for them, while offering personal, professional advising and maintenance of their retirement plans.
Our Offerings Include:
- Consultation on plan design and ongoing document maintenance
- Customized 401(k) plan designs including
- Safe Harbor
- Automatic Enrollment
- SIMPLE
- Cash Balance Plans
- Specialized Profit Sharing formulas including
- Integrated
- New Comparability
- Age Weighted
- Assistance with preparation and timing of annual notices
- Plan testing
- Guidance and solutions for testing results
- Distribution processing
- Loan processing
- Assistance in the preparation of joint Department of Labor and Internal Revenue Service Annual Return Report of Employee Benefit Plan (5500 Series)
- Assist Plan Sponsors to establish procedures and practices to ensure the plan continues as a qualified plan according to the IRS in both form and operation
- Support the employer to administer a plan that follows the Employee Retirement Income Security Act of 1974 (ERISA) responsibilities