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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 (RPF) and Sentinel Pension Advisors (SPA) in making investment-related decisions in a prudent manner. To achieve that objective, the IPS outlines the processes for the selection, monitoring and evaluation of the investments in the Plan, as well as the monitoring of investment-related services. 

While it is not legally required, Sentinel recommends that plan sponsors review their IPS at least annually and update the document as necessary.  

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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.

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