Let’s create a quality 401(k) plan for your business
We’ll guide you through the retirement planning process
As an employer, you have a lot of responsibilities. One of the biggest is selecting a 401(k) platform for your employees. A strong plan can help you attract and retain talent—and assist your employees in reaching their retirement goals. That’s why it’s important to be informed and make smart choices. We can help with that.
Do you need help with retirement planning?
We want to get to know you. Let’s talk about how our 401(k) platform and services can benefit you and your employees.
Meeting your fiduciary responsibilities
Our goal is to make retirement planning as easy as possible. Fiduciaries—or anyone responsible for managing the assets of your retirement plan—have an important set of duties. We have the experience to help you navigate the complexities that come with your role as a fiduciary.
With Sentry, you’ll get:
Plan reviews with one of our dedicated team members
Regulatory and compliance assistance, such as Form 5500 preparation and nondiscrimination testing
Investment management services to help reduce your fiduciary risk
Most importantly, you get a dedicated, accessible team who will get to know your business and work with you on a day-to-day basis.
Investment services—our partnership with Mesirow
From investment selection and oversight to diversification, there’s a lot you need to do in order to meet your fiduciary responsibilities. Investment services are available through Mesirow Financial HoldingsSM —at no additional cost to you. Mesirow can help you make decisions that work for your business. They offer their services as an independent registered 3(21) investment advisor and 3(38) investment manager. Here's a quick comparison of fiduciary services.
Our retirement planning resources
Explore a few of our educational resources to learn more about what we offer—and how we can help guide you and your participants through retirement planning.
Is your current 401(k) plan working for you and your employees? This resource can help you evaluate your current plan to determine if it’s meeting your goals.
Consider these questions.
Our partnership with Mesirow is a great asset for plan sponsors. This resource gives you an overview of their services.
We want to help ensure your participants are well-informed about retirement planning. This resource outlines educational presentations and materials that can help your participants with 401(k) planning.
Review our educational resources.
We’re ready to help you plan for the future
Our team of retirement plan specialists, new business consultants, installation specialists, and client service managers are ready to help guide you through the onboarding process.
