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Participant Notices and Fee Disclosures

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eDelivery Regulations
Summary of Electronic Delivery Regulations : On May 21, 2020, the Department of Labor (DOL) issued a final regulation allowing employers to delivery certain ERISA required documents and disclosures electronically. The new rule allows for default...
Understanding Plan Fees and Expenses
We know that saving for retirement is important to you. Building up your retirement savings is a significant goal. Your retirement plan offers a convenient way to save and provides tax benefits to help your account grow. We are committed to provi...
Plan Sponsor Fee Disclosure - What is 408(b)(2) and What Actions Should a Plan Sponsor Take?
What is 408(b)(2)? The purpose of the 408(b)(2) disclosure for retirement plan sponsors is to provide transparency and clarity regarding the fees and compensation that service providers (in this case Sentinel Group) charge for their services wi...
Participant Fee Disclosure - What is 404(a)(5) and What Actions Should a Plan Sponsor Take?
What is 404(a)(5)? 404a-5, issued by the Department of Labor (DOL), mandates that plan administrators of participant-directed individual account plans furnish eligible participants and beneficiaries with specific plan-related and investment-relat...

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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.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.