Help secure your employees’ futures

401(k) services to help you prepare for retirement

Retirement readiness is an essential part of a person’s overall financial well-being. But there’s a lot to know when it comes to planning for retirement. At Sentry, we get to know our customers and their employees so we can help design a 401(k) plan that works for them.

From plan design to educational and administrative services—we’re with you every step of the way. Explore the resources on this page to learn more about how we can help plan sponsors and participants reach their retirement goals.

Our 401(k) educational resources

Your Sentry team will engage with you and your employees on a continuing basis. We offer in-person and virtual enrollment and education services, as well as in-person demonstrations that include:

  • The importance of saving for retirement
  • Understanding the investment options available in your plan
  • Navigating the Sentry retirement website
  • Gaining an understanding of your employees’ retirement goals

Morningstar Retirement Manager

Are your employees on track for retirement? We offer services through Morningstar Retirement ManagerSM, an independent, third-party investment manager, who can help participants make the best retirement and investment decisions possible. The Morningstar Retirement experience includes:

  • Free point-in-time advice, including personalized investment advice
  • Managed accounts with ongoing advice for a reasonable fee
  • Overall retirement advice on your entire financial portfolio

Morningstar’s services add no additional cost to plan sponsors. If participants choose to have Morningstar manage their account for them, they’ll be charged an annual service fee of 0.22%. Or they can use Morningstar’s free point-in-time advice.

401(k) customer experiences

Our customers are at the heart of everything we do at Sentry. The relationship we’ve built with Spectra Print over the years is just one example of our customer service.


Icon of two blue envelopes

Not a Sentry customer?

Reach out to learn more about our products and services.

Email us

Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries, and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.© 2023, Mesirow Financial Holdings, Inc. All rights reserved. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC-registered investment advisor. Mesirow is not affiliated with Sentry Life Insurance Company or Sentry Life Insurance Company of New York.

Morningstar® Retirement ManagerSM is offered by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., and is intended for citizens or legal residents of the United States or its territories. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations, or objectives of a strategy will be achieved. Morningstar Investment Management LLC is not affiliated with Sentry Life Insurance Company or Sentry Life Insurance Company of New York.

What can we help you find?

Loading...please wait