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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

  • Loan administration

  • Distribution processing

  • 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:

  • 403(b) plans

  • 457(b) plans

  • 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. 

 

CLIENT TESTIMONIALS