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EMPLOYEE BENEFITS
FOR PLAN SPONSORS/EMPLOYERS
FOR PLAN PARTICIPANTS/EMPLOYEES
RETIREMENT INVESTMENT CHOICES
CALCULATORS
SENTRY FINANCIALS
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SENTRY IS THE RIGHT CHOICE FOR EMPLOYEE BENEFITS
 

TARGET RETIREMENT INVESTMENTS


For New York Retirement Plans, please go to Target Retirement Investments - New York.

 

Target retirement accounts typically share the following characteristics:

  • Investments that pursue growth and income generally divide dollars into a mix of bonds for income and common stocks for growth

  • Target date accounts are designed and managed around an approximate retirement year (e.g. 2025).

  • As an investor grows older, the account automatically becomes more conservative by increasingly allocating assets to pursue income.

  • Provide investment diversification, exposure to multiple asset classes and automatic rebalancing to maintain the appropriate ratio of stocks and bonds.

TYPICAL INVESTOR PROFILE

Target retirement accounts are usually more risky than income accounts but less risky than growth accounts. They tend to appeal to investors who appreciate the benefits of investment diversification, asset allocation, and automatic rebalancing but are too busy or lack the expertise to personally manage their retirement assets. Investors must be comfortable with the target retirement account's current asset allocation as well as the allocation at retirement.

 

CHOOSE FROM THESE AVAILABLE ACCOUNTS

Sentry offers the following Target Retirement accounts. Click on any account name to learn more.

YTD & Average Annual Returns
as of 02-28-2010
Separate AccountYTD
Return
(%)
1-Yr.
Return
(%)
3-Yr.
Return
(%)
5-Yr.
Return
(%)
10-Yr.
Return
(%)
*Target Retirement Income Account
  Sentry Target Retirement Income Portfolio
1.0629.261.583.80N/A
*2015 Target Retirement Account
  Sentry 2015 Target Retirement Portfolio
0.1936.11-0.773.18N/A
*2025 Target Retirement Account
  Sentry 2025 Target Retirement Portfolio
0.1341.84-1.582.93N/A
*2035 Target Retirement Account
  Sentry 2035 Target Retirement Portfolio
045.53-2.352.72N/A
*2045 Target Retirement Account
  Sentry 2045 Target Retirement Portfolio
0.1250.37-3.242.42N/A
*2055 Target Retirement Account
  Sentry 2055 Target Retirement Portfolio
0.10N/AN/AN/AN/A

* Life Cycle Accounts are not available in New York.

Property and casualty coverages and safety services are underwritten, issued and/or administered by a member of the Sentry Insurance Group, Stevens Point, WI. 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. For a complete listing of companies, visit sentry.com. 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 numbers: (Life insurance) 585-3000, 380-1740; (Disability) 685-9000-31; (Dental) 785-7000; (Pension) 840-300(NY). Short-term disability insurance is not available in New York.

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