Tasks are designed to make action items easier to find and complete. New items are easy to spot from the home page and from the Tasks area.
When you open a task, you’ll review the details and then take the action available to you—such as reviewing a request, approving it, or rejecting it. Examples may include distributions, loans, rollovers, participant changes, or plan-access codes.
Once an approver acts, the task is completed for everyone who shared it.
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Financial planning and investment advice are offered through Sentinel Pension Advisors, LLC., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, LLC. Member FINRA & SIPC. Sentinel Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, LLC., Sentinel Pension Advisors, LLC., Sentinel Insurance Agency, Inc., and Sentinel Securities, LLC.
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