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CCC is closed on Monday, January 19th in observance of President's Day.



Canby School District

Sentinel Funds

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

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 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

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.

 

Canby 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 Canby - Sentinel Funds PLAN OR GROUP NUMBER: To Be Determined

Canby Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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Sentinel Funds has not provided 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 Canby 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Canby does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Sentinel Funds does not require any monthly contribution amount .

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.

Canby Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Canby 403(b) Plan and much more on the Canby Information Page, available by clicking here.