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Eugene Public Schools

Sentinel Funds

This Vendor Page has not been approved by Sentinel Funds,
but the information provided should be useful to you.

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.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Sentinel Funds products:

Marketing Information

Investment products of Sentinel Funds are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • Sentinel Funds 403(b) Consumer Education Page

    Eugene 4J Status

    This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

    Eugene 4J Plan Number

    When contacting Sentinel Funds to open an account, please reference Plan Number: To Be Determined

    Eugene 4J Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

    Sentinel Funds offers the following type(s) of investment option:

    Vendor Forms and Online Submissions Links

    When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Sentinel Funds to request your form.