Articles
Forgot Your Login
1. If you cannot recall your credentials you may select Forget your login? or Forgot User Id or Password? option below the credential fields on the Account Access page: 2. Once you have selected Forget your login you will be prompted to ...
Registering as a New User
What you need to get started
If you have never accessed your account you will need to register as a new user. In order to register you will need your Plan Access Code which will be provided to you by your employer.
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Logging Into Your Retirement Account
1. Visit sentinelgroup.com . Ensure you have "For Individuals" selected in the upper left corner. 2. Click the green "Login" button. From the login box dropdown menu, select “Retirement Accounts" and enter your credentials. If you cannot recal...
Updating Contact Information
Keeping your email address, mailing address and phone number up-to-date is important so we can quickly and easily contact you if you forget your password or to verify certain online account activity. You’ll also be required to participa...
Accessing Retirement Plan Statements
Sentinel will post copies of your quarterly account statement to the Plan Statements & Forms section of the website. If an email address is on file, you will receive an email notification that your statement is ready to view and/or download. ...
Participant Website Navigation Guide
View our Participant Website Navigation Guide to learn how to get the most from your online retirement account.
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Account Access From Outside U.S.
To ensure the security of Sentinel Group participants accounts, we have limited access to online accounts when outside of United States. If you are living or working abroad and require access your Sentinel account, you will need a VPN (Virtual Pri...
Retirement Account Enrollment Using iJoin
If you have never accessed your account you will need to register as a new user. In order to register you will need your Plan Access Code which will be provided to you by your employer. Visit sentinelgroup.com . Ensure you have "For Individuals...
Accessing Retirement Plan Highlight Report
You can access your company's Plan Highlight (plan overview) in the Plan Statements & Forms section of the website. To access the report you will need to: Select Report Group - Plan Level Report Select Report - Plan Highlight Enter da...
Move Money Within Your Account
Review the guide below to learn more about the ways to move money between investments within your retirement account.
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Electing Electronic Statements
When you choose to receive eStatements, you will receive notifications directly and securely via email when your quarterly statement is available in order to stay up to date on your account activity – and it’s green! To elect eStatements, click h...
Maximizing Your Online Retirement Account Experience
Beyond simply navigating your account, watch the video below to learn more about some of the powerful tools available to you from your online retirement account, including: Chat Our online Help Center BALANCE Health + Wealth Hub Investor Profi...
Adding or Changing Beneficiary Information
Show Me How to Update My Beneficiaries Keeping up-to-date beneficiary information on all of your accounts is easy to do and only takes a few minutes online. Most importantly, you can feel confident that your loved ones will receive the as...
Multi-factor Authentication
What is multi-factor authentication (also know as MFA)? Multi-factor authentication (MFA) is an added layer of online account security that couples a time sensitive one-time PIN (OTP) with standard login credentials (user ID and password). ...
View Retirement Plan Transactions
You can always view your account transactions online. 1. Log In to your account and select Manage My Account >View Transactions from the navigation bar. 2. Once on this page you will see any recent transactions within 7 days. You ca...
View Online Requests
Whenever you make a change to your account online you will be able to view the confirmation of the change. To see your transaction confirmations, click here or log into your account and select Manage My Account >View Online Requests from the ...
Can I Link My Retirement Account To Quicken?
Yes. To link your account to your Quicken account, click here or log into your account and select Manage My Account >View Transactions from the navigation bar. On this page in the lower right of the page, you will see Quicken . You will need to...
How soon after a change is requested online is it reflected on my account?
When an online transaction is requested on a participant's account, whether via the participant website, plan sponsor website, or through our Service Center, often you will see it in "pending" status for a period of time. This status will update to ...
Opting Out Of Your Retirement Plan
Employers can automatically enroll employees in a plan, such as a 401(k) or 403(b), and place contributions deducted from employees’ paychecks into certain predetermined investments, unless the employees decide otherwise. Participants have the opp...
Setting Up Personalized Investing
How do I set up my personalized investing strategy? It's easy! Follow the guide below and you'll be on your way:
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Opting Out of Personalized Investing
When you have enrolled in a personalized investment strategy, your online account will display this under Manage My Account > Manage Investments. If you would like to opt out of your personalized investment strategy and choose your own investmen...