sentinel 401k

whether you’re just starting out or well on your way to achieving your financial goals, we can help you make the most of every decision. professional management of your money has never been easier. our team will choose your investments, monitor the markets, and work to keep your strategy on track.

state-of-the-art technology to track all your finances combined with personalized advice from a real-life financial planner. financial planning and investment advice are offered through sentinel pension advisors, inc., an sec registered investment advisor. sentinel benefits & financial group is the brand name for the sentinel family of companies which includes sentinel benefits group, llc., sentinel pension advisors, inc., sentinel insurance agency, inc., and sentinel securities, inc. you are now leaving the website of sentinel pension advisors, inc. (“advisor”) and will be entering the website for institutional intelligent portfolios®, an automated investment management service made available to you exclusively through advisor. advisor is independent of and not owned by, affiliated with, or sponsored by schwab.

the online request form will require you to provide information regarding your request, including the money sources (pretax, roth, etc.) once submitted, you will receive an email notification (pictured to the right), that will include confirmation of your request. your email will include two attachments: your request will now be routed to your plan sponsor to review your request. if approved, you should proceed with sending your rollover check to the plan’s account using the payment instructions provided on your form. use the instructions on your request form in order to ensure the check is made payable properly and the mailing address for the check is accurate. if your provider requires a letter of acceptance/authorization or letter of qualified plan, contact our service center to request any additional documentation required.

however, if the check is sent to you, you will then need to mail it to your new plan using the delivery instructions provided on your form. if you have not done so already, please begin the process to send your rollover check to the plan using the payment instructions provided. this notification is sent if your request has been approved for 45 days and your rollover check has not been received. ensure your rollover has been sent using the payment instructions provided. you can see the deposit in your online account transactions. financial planning and investment advice are offered through sentinel pension advisors, inc., an sec registered investment advisor. 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.

financial planning and investment advice are offered through sentinel pension advisors, inc., an sec registered investment advisor. sentinel benefits & financial group has become a trusted financial advisor and employee benefits administration service provider to businesses and forgot user id or password? participant, sponsor, advisor. note: the username and password are case sensitive. if you fail to login three consecutive times your, sentinel benefits customer service, sentinel benefits customer service, sentinel benefits login, sentinel login, sentinel benefits 401k.

new users can create a new account to get started. get started. contact us – call sentinel benefits service center at (888) 762-6088. consolidating your retirement accounts with sentinel benefits is as easy as 1, 2, 3. to consolidate your retirement assets into your sentinel account, located in baton rouge, louisiana, sentinel pension provides third party administration for your company retirement plan providing advanced plan design,, sentinel retirement, sentinel benefits app, sentinel benefits cobra, sentinel benefits fsa.

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