Mass. Firms Team to Offer Retirement Plan
According to a joint announcement, Kobren Insight Management, through the Kobren Retirement Solution, will be the registered investment advisor for Sentinel Benefits’ new Managed Choice retirement program. Managed Choice offers plan participants five portfolios that range from a conservative, income-producing strategy to more aggressive, all-equity investment portfolio.
Sentinel Benefits, based in Wakefield, Massachusetts, provides employee benefit consulting as well as administration and brokerage services that include HR consulting, retirement plan and flexible spending account administration, COBRA, insurance brokerage and investment advisory services. For more information, please visit www.sentinelbenefits.com . Based in Wellesley, Massachusetts Kobren Insight Management is an SEC-registered investment advisor, managing approximately $750 million for private clients. For more information, please visit www.kobren.com .