Sentinel Group

About Sentinel Group

<p>Retirement plan administration is Sentinel Group’s core focus, with recordkeeping, participant advice, and plan design services for employers. Founded in 1987, the firm works with 1,900 clients and reports $13.0B in AUM (2026).</p> <p>Headquartered in Wakefield in the Greater Boston area, Sentinel Group supports plans across the U.S. Its day-to-day work includes retirement planning support and employee benefits administration, paired with guidance for common financial needs such as budgeting, debt management, emergency savings, and insurance decisions.</p> <p>Participant education is delivered through articles, webinars, and an online blog, which many sponsors use as part of their ongoing communication strategy. The firm also operates as an SEC-registered advisory firm through Sentinel Pension Advisors, Inc.</p> <p>With about 260 employees, Sentinel Group’s differentiator is the mix of plan administration and participant-level financial coaching under one roof, which can simplify vendor management for plan sponsors looking for a single retirement plan partner.</p> <ul> <li>Plan administration and recordkeeping for employer-sponsored retirement plans</li> <li>Participant advice and financial coaching</li> <li>Plan design and ongoing plan changes</li> <li>Education resources: webinars, articles, and blog content</li> <li>Works with other <a href="/retirement-plans">retirement plan providers</a> as part of sponsor support</li> </ul>

Website: https://www.sentinelgroup.com/

Founded: 1987

Employees: 260