Welcome to the Help Center

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.

You may also choose to run on-demand reports using the Create Reports feature. 

To create a report you will need to:

  •  Select Report type 
  • Select preferred file type (PDF, Word, Excel, or Text Ascii) 
  • Enter date range. 
  • Click Get Results.

Reports that have been created by Sentinel or by you are stored on this page for future reference. You may delete reports you no longer wish to store in your online account.

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Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.

Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.

Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.