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What is the FundScape Report?
Fiduciary Governance System (FGS) is a proprietary rating system designed to evaluate actively managed investment funds offered in a retirement plan.   FGS considers 3 major quantitative categories in its scoring system.   They are as foll...
What does it mean to have a fund on watch?
Sentinel’s Fiduciary Governance System (FGS) reports makes it very difficult for an Investment Manager to reach Acceptable or Superior ratings.  We believe “Watch” means exactly that: “to be alertly on the lookout"....
Does my plan need an Investment Policy Statement?
The Investment Policy Statement (IPS) is an important document for the Plan as it outlines fiduciary responsibilities and practices with respect to the Plan’s investments.  This IPS is intended to assist the Responsible Plan Fiduciary (RP...
What is Revenue Recapture and what does it mean to my plan?
An ERISA Account is a plan level account that captures excess income (12b-1 fees, Service Fees) collected by the recordkeeper that can be used to pay eligible plan expenses or allocated back to participants.  The expense ratio of a mutual fund...

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