Overview

Seamlessly synchronize your Feathery form submissions with Sentinel’s third-party administration platform to streamline retirement plan onboarding, participant management, and compliance reporting. By connecting Feathery’s customizable forms with Sentinel, advisors and plan sponsors can automate participant data capture, reduce manual entry, and maintain accurate records across all plan administration tasks. The integration supports a wide range of workflows, from collecting enrollment and contribution details to updating beneficiary information and generating data for compliance testing. This ensures a smooth and efficient experience for both administrators and participants while reducing operational overhead.

What you need

• An active Feathery account and form
• An active Sentinel TPA account with integration access

Background

Sentinel is a leading third-party administrator specializing in retirement plan services, including plan design, compliance, and fiduciary support. Their platform provides tools for participant recordkeeping, contribution management, distribution processing, and compliance testing, helping advisors and employers meet both operational and regulatory requirements. Sentinel combines technology with deep retirement expertise to simplify plan management and deliver high-quality participant experiences.

Benefits

Integrating Sentinel with Feathery enables:

• Automated participant onboarding: Capture and transfer enrollment data directly into Sentinel without manual entry.
• Accurate contribution tracking: Sync contribution details in real time to ensure payroll and participant records stay aligned.
• Beneficiary and profile updates: Allow participants to update personal and beneficiary information seamlessly through forms.
• Compliance-ready reporting: Automatically generate accurate data for nondiscrimination testing and other regulatory requirements.
• Reduced administrative overhead: Save time and minimize errors by replacing manual processes with automated workflows.
• Improved participant experience: Provide an intuitive, paperless way for employees to manage their retirement plan information.

Considerations

Ensure your Sentinel account is enabled for data integrations and that the necessary fields are mapped correctly to maintain accuracy. For high-volume plans, consider combining real-time updates with scheduled batch transfers for optimal performance. Because Sentinel manages sensitive participant and retirement data, align workflows with your firm’s data security, encryption, and retention standards. Regularly audit integration performance and confirm compliance with retirement plan regulations to safeguard both your clients and your firm.