STANDARD TPA SERVICES
All-Inclusive Third Party Administration.
Plan design illustrations
Contribution and forfeiture allocations
Annual compliance testing
Verification of eligible employees
Preparation of Form 5500
Fielding of all participant and plan sponsor inquiries
CORRECTION & AUDIT SUPPORT
Navigation with the IRS & DOL.
At Sentinel, we have the experience and licensed consultants to help you navigate any corrective or audit situation that your plan may face with the Internal Revenue Service, Department of Labor, or Pension Benefit Guarantee Corporation.
ADVANCED PLAN DESIGN SERVICES
Not every retirement plan fits the mold.
At Sentinel, our knowledge in alternative plan designs ensures that you have the right retirement plan for your employees and your business. In addition to 401(k) plans, we specialize in:
nonqualified deferred plans, e.g., 409A
defined benefit plans, e.g., cash balance plans
STRATEGIC PLAN DEVELOPMENT & SOLUTIONS
Guiding you through an ever-changing landscape.
Sentinel uses its business acumen and taxation experience to continually review your retirement plan, ensuring that it is pertinent and in-sync with the ever-changing landscape of your business. For example, Sentinel has the expertise to help your retirement plan move smoothly through business transactions such as mergers and acquisitions which can result in controlled group and affiliated service group situations.