- 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 Homepage may be accessed here .
Click the link(s) below for information on Sentinel Funds investment products:
Click the link(s) below for information on the fees associated with Sentinel Funds accounts:
403(b) Investment Options
Sentinel Funds offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Sentinel Funds does NOT accept Roth 403(b) contributions.
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.
- Jefferson Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Sentinel Funds Plan Number
When contacting Sentinel Funds or its local contacts, have ready your Jefferson - Sentinel Funds PLAN OR GROUP NUMBER: To Be Determined
When contacting Sentinel Funds or its local contacts, you may require the Jefferson EIN: 936000758
Jefferson Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Sentinel Funds on Jefferson list of authorized vendors.
Request Additional Information from Sentinel Funds
Sentinel Funds has not a "contact us" link. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Sentinel Funds has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
Sentinel Funds has not provided copies of or links to any Vendor Forms. Please contact Sentinel Funds to request any forms you might need.
Jefferson Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Jefferson 403(b) Plan and much more on the Jefferson Information Page, available by clicking here.