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Have a retirement account or 401(k) with Sentry?
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INVESTMENT ADVISORY SERVICES THROUGH MORNINGSTAR® RETIREMENT MANAGERSM
Employers with a Sentry retirement plan have the option of providing investment advisory services through Morningstar Retirement Manager.
Through Retirement Manager, you will receive a personalized retirement strategy including:
- Retirement income goals
- Contribution rate to help meet that goal
- Portfolio asset mix that is appropriate for you
- Professional investment selection
To aid in the planning and selection of customized retirement accounts, you'll have access to the following investment advisory solutions:
- Managed by Morningstar - Morningstar Associates' managed account service that provides you with automatic portfolio set-up, ongoing monitoring and professional investment management of your retirement account
- Managed by You - a wide range of resources to help you make more informed investment decisions, if you prefer to manage your account on your own
Get answers to frequently asked questions.
If your employer has a Sentry retirement plan and is offering the Morningstar Retirement Manager service, you can enroll here.
Access your account by entering your username and password, then click on the link to Morningstar Retirement Manager from the "Advice/Education" tab.
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Morningstar® Retirement Manager is offered by Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. Morningstar Associates is not affiliated with Sentry Insurance.
Individual life insurance, annuities, pensions and group products are issued and administered by Sentry Life Insurance Company, Stevens Point, WI. In New York state only, individual life insurance, annuities, pensions and group products are issued and administered by Sentry Life Insurance Company of New York, Syracuse, NY. Policies, coverages, benefits and discounts are not available in all states. See policy for complete coverage details. In New York, coverage provided through policy form number: (Pension) 840-300(NY).
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