Articles
What reports and requests can I expect to receive?
Below is a list of scheduled email notifications sent to retirement plan sponsors. If you would like to confirm or update which individuals are set up as contacts for your plan, you can run the Plan Contact Listing & Change Form from your plan spo...
Does Sentinel offer financial education?
fly! (Financial Literacy for You) is Sentinel's proprietary financial wellness program that helps make goals become reality. In addition to delivering personalized consulting and education, we work with nationally recognized programs that best a...
Does Sentinel offer webinars for additional training?
Yes. Webinars are frequently offered to explore important topics and enhance your experience working with Sentinel Benefits. You can join our experts in interactive discussions as they explore new features and capabilities that will help improve ho...
Does Sentinel provide information about the market conditions?
Yes. Chief Investment Officer Matt McPhail, CFA, AIF and his team publish a quarterly update with current developments in today’s economy as well as their thoughts on future market conditions. The update also details how these trends affect the mutu...
Personalized Investing FAQs
What is Personalized Investing? Personalized Investing, also known as a managed account, is a professionally managed, fully digital investment strategy that makes investing easier for plan participants. Exactly as the name implies, personalized...
How soon after a change is requested online is it reflected in a participant's account?
When an online transaction is requested on a participant's account, whether via the participant website, plan sponsor website, or through our Service Center, often you will see it in "pending" status for a period of time. This status will update to ...