Retirement plan administration services are added to benefits offerings.

Sentinel Insurance Agency, Inc. is formed in order to offer group insurance consulting services. The corporate headquarters moves from the Carnevales’ home to an office in Wakefield, MA.

As a result of an acquisition, we began offering defined benefit plan services to our growing client base.

COBRA administration services are introduced simultaneous to when Sentinel Benefits enters the daily valuation recordkeeping business, and also forms Sentinel Pension Advisors, Inc., in order to act as a retirement plan fiduciary and so that our financial advisors can begin offering financial planning services to individuals—making Sentinel a single resource for employee benefits needs. With 25 employees, the corporate headquarters moves to 107 Audubon Road, Wakefield, MA.

As we approach 100 employees, the corporate headquarters moves to 601 Edgewater Drive in Wakefield, MA.

The Sentinel Benny Debit Card is introduced as an easy way for participants to directly access the money in their accounts. You’re able to make eligible purchases using the card rather than having to pay up front and submit a claim for reimbursement. The Benny Card looks and acts just like a debit card—only it’s preloaded with reimbursement account dollars.

The first of many AIF® and CFP® designations are achieved by employees, and an ERISA attorney joins the Sentinel Benefits family.

Our 12-month leadership rotational program is developed to recruit and train the next generation of benefits professionals through hands-on business experience in the financial services industry. Since then, the program has evolved into a Sales & Business Development Program.

Sentinel Benefits is acquired by Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms, to further fuel growth. As a Focus partner firm, Sentinel maintains their entrepreneurial independence, while benefiting from the synergies, scale, economics and best practices of a market leader to achieve business objectives.

Health Savings Accounts (HSAs) and Health Reimbursement Arrangements (HRAs) are added to our benefits offerings.

Additional acquisitions allow us to move into the NY territory.

Sentinel Benefits is named a ‘Top 10 Recordkeeper’ by PLANSPONSOR Magazine for the first time.

The first Sentinel Benefits Client Advisory Board meeting is held in New York, NY—an opportunity for Sentinel to further gain candid feedback on the entirety of our clients’ experiences.

Sentinel Benefits’ Leadership Development Program is established to provide professional training to individuals who have demonstrated strong leadership potential and consistently promote Sentinel’s core values.

In PLANSPONSOR’s 2015 Defined Contribution Survey, Sentinel Benefits is ranked 2nd with a net-promoter score of 91.5% and 9 Best-in-Class awards within the $5MM – $25MM total plan assets category.

Sentinel Benefits celebrates our 30th anniversary! We now serve 2,500 businesses and 150,000 plan participants. Although we’ve grown, we’ve never lost sight of the commitments we’ve made along the way and the importance of doing the right thing for the good people we serve.

Individuals can now open a Health Savings Account (HSA) directly with Sentinel. We also introduce an online scheduling tool along with the “Meet My Financial Planner” feature that increases the number of conversations with plan participants, helping them improve their financial futures.

On January 1^st, Sentinel acquires ABG of Michigan, a full-service retirement plan consulting and administration firm headquartered in Bingham Farms, MI, growing the Sentinel team to 225 employees.

Sentinel is recognized by the Boston Globe as a Top Place to Work and named a 2021 Top Workplaces USA award winner, issued by Energage.

We introduce fly!, our multi-channel approach to financial wellness that delivers personalized education to our retirement plan participants along with fly+, our financial planning in the workplace offering.