Sentinel Group
The Plan Consultant serves as the primary day-to-day contact for a portfolio of retirement plan clients, delivering proactive service, overseeing recordkeeping and compliance activities, and guiding clients through plan administration requirements. The role focuses on relationship management, compliance testing, and collaboration with internal and external partners to ensure accurate and timely plan services.
Headquarters
Wakefield, Massachusetts, United States
Company Size
201-500 employees
Founded
1987
Sentinel Group is a Wakefield, Massachusetts–based financial services and benefits firm serving individuals, employers, and partners. The company provides wealth management and financial planning support — helping clients with budgeting, retirement planning, and guided financial journeys — and delivers employer benefits and retirement plan solutions. Sentinel positions itself as a trusted advisor network (including planners and partner programs) with online resources and client services to support long‑term financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Sentinel Group.
28% below the average for this role