Sentinel Funds (aka: Sentinel Funds) - General Status
Sentinel Funds plans to have continued involvement in the 403(b) market and has entered into an Umbrella ISA. Sentinel Funds is currently in the process of transferring their 403(b) accounts to USI Consulting. USI will be maintaining all Sentinel Fund's 403(b) accounts as of 1 October 2008.
Sentinel Funds (aka: Sentinel Funds) Web Homepage
Sentinel Funds has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Sentinel Funds, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Sentinel Funds to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Sentinel Funds offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Sentinel Funds does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Sentinel Funds are marketed using the following approaches:
- End of List Declared by Sentinel Funds
Helpful Employee Resources
Sentinel Funds has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Sentinel Funds provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Sentinel Funds, please visit our General Sentinel Funds Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Vendor FormsSentinel Funds has not provided copies of or links to any Vendor Forms. Please contact Sentinel Funds to request any forms you might need.
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Employers for which Sentinel Funds (aka: Sentinel Funds) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Sentinel Funds holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Sentinel Funds holds an Inactive Payroll Slot:
Employers for which Sentinel Funds is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Sentinel Funds is eligible to receive exchanges, transfers, and rollover contributions because Sentinel Funds has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which Sentinel Funds is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Sentinel Funds is classified as an Orphaned Vendor:
Employers for which Sentinel Funds is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Sentinel Funds is a Deselected Vendor.
Employers for which Sentinel Funds is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Sentinel Funds is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Sentinel Funds is classified as a Grandfathered Exchange Vendor:
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