Sentinel Group

Sales

• Develop new business and be a critical contributor in our sales effort.
• Offer fiduciary guidance to Plan Sponsors.
• Support all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness.
• Develop new direct contacts and developing those contacts into new prospects and Centers of Influence.

Retirement Plan Advisor, Sales

Consultant

• Serve as the primary day-to-day contact for an assigned group of clients, delivering proactive, reliable, and relationship-driven service.
• Build and maintain strong relationships with clients across a range of industries and levels of financial experience.
• Answer a wide variety of client questions related to retirement plan administration, recordkeeping, and participant activity, including payroll contributions, distributions, investments, audits, and plan reporting.
• Communicate clearly and effectively with clients, colleagues, and external partners, especially when translating technical retirement plan concepts into practical guidance.
• Strengthen key relationships through proactive outreach, thoughtful follow-up, and meaningful conversations that support client confidence and long-term retention.
• Perform annual compliance testing and valuations for qualified retirement plans to help ensure adherence to IRS requirements.
• Conduct and explain testing results, including coverage testing under IRC Section 410(b), general nondiscrimination testing under IRC Section 401(a)(4), ADP and ACP testing under IRC Sections 401(k) and 401(m), compensation ratio testing under IRC Section 414(s), and top-heavy determinations under IRC Section 416.
• Calculate projected and actual employer contributions, including matching contributions, safe harbor match, profit sharing contributions using pro rata, integrated, and new comparability allocation methods, and self-employed contributions.
• Review and interpret retirement plan documents, amendments, notices, and summary plan descriptions to support accurate plan administration.
• Oversee and coordinate recordkeeping and administrative tasks tied to the ongoing service of assigned plans.
• Ensure timely and accurate completion of annual testing, reporting, and related compliance requirements.
• Manage multiple priorities and deadlines with strong organization, accountability, and attention to detail.

Retirement Plan Advisor, Sales

Retirement Plan Consultant