401khelpcenter.com Logo

Sentinel Benefits Releases Version 2.0 of Investment Scorecard System


READING, MA, December 18, 2012 -- Sentinel Benefits & Financial Group is proud to announce the release of its next generation Investment Scorecard System. This proprietary tool enables plan sponsors and investment advisors to better evaluate, review, and compare mutual fund performance.

"The process for evaluating a mutual fund must include both quantitative and qualitative measures," said Matthew H. McPhail, CFA, Chief Investment Officer, Sentinel Benefits & Financial Group. "With our enhanced Investment Scorecard System we have an easy-to-understand quantitative tool that helps our clients gain a deeper understanding of the strengths and weaknesses of any fund being evaluated for inclusion in a retirement plan."

Sentinel's proprietary Investment Scorecard System helps plan fiduciaries easily evaluate their plan's investment holdings on a quantitative basis by assigning each fund a score from 1 to 10. The scoring system incorporates ten investment performance statistics that the firm's management team has selected with retirement plan fiduciaries in mind. Thereafter, the system weighs each statistic, giving more points to investments that demonstrate better long-term performance with lower risk and lower expenses. Released quarterly to Sentinel Benefits' clients, the Scorecard now also includes a score tracking report to help fiduciaries monitor scoring changes over the past ten quarters.

"Investment Committees need a good process to ensure sound fiduciary decisions," said Marc Caras, AIF¨, Executive Vice President, Sentinel Benefits & Financial Group. "Our enhanced Investment Scorecard System simplifies complex investment information to help conduct more effective investment committee meetings for our clients."

About Sentinel Benefits & Financial Group

Sentinel Benefits & Financial Group is a leading employee benefit consulting and administration firm. Our broad range of financial services makes Sentinel Benefits an excellent choice for clients seeking a single resource to manage all of their employee benefits including group insurance brokerage, Flexible Spending Accounts (FSA), Health Reimbursement Accounts (HRA), COBRA, retirement plan consulting and administration and investment advisory services. Sentinel serves more than 3,500 businesses throughout the United States. For more information, please visit www.sentinelgroup.com.


Click here for more material dealing with current trends, opinion, news, legislative action, investments, marketing, sales, consulting, and legal issues on 401k plans.

This is a press release provided by the company mentioned or its representatives. Although 401khelpcenter.com may edit the release for editorial consistency, spelling, grammar, punctuation, or other editorial issues, it is not the author of the press release. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com.

Press Center | Glossary | Privacy Policy | Terms of Use | Contact Us

Creative Commons License
This work is licensed under a Creative Commons Attribution-NoDerivatives 4.0 International License.