Introduction
Sentinel Benefits & Financial Group*
www.sentinelgroup.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #50 | $5,318 | |||
401(k) | $4,437 | |||
403(b) | $337 | |||
457 | $24 | |||
NQDC | $156 | |||
All Other | $364 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #55 | 53,346 | |||
<$10MM | 22,025 | |||
$10MM – $50MM | 22,640 | |||
>$50MM – $200MM | 6,965 | |||
>$200MM – $1BMM | 1,716 | |||
>$1B | 0 |
Service Offerings | |
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New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | 2 |
Will act as §3(16) fiduciary | Yes - via third party |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 6 p.m. ET |
Online chat support | Yes |
Mobile app | No |
Managed account options | Stadion; Fidelity Portfolio Advisory Services at Work (PAS-W) |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Relius |
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*Sentinel Benefits & Financial Group is a member of Alliance Benefit Group, which is ranked/reported separately and includes Sentinel totals. †Data has been updated/revised since initial publication in PLANSPONSOR magazine. |