Business 401(k) and other retirement plans
Planning for your business and future
At Sentry, our 401(k) plan solutions help employers like you attract and retain talent. By providing your employees with quality retirement products and services, you can help them plan for—and achieve—their retirement goals.
But we know your retirement plan isn’t only for your employees. It needs to be right for you, too. That’s why we take the time to get to know your business, so we can help you design a retirement savings program that works for you and your employees. We’ll also:
Provide access to experienced specialists—one team, one company
Help simplify your plan management and administrative duties
Help you understand and manage your fiduciary responsibilities
Offer quality investment options, including a guaranteed fund
Provide enrollment education and support for your employees
Walk you through the plan design and onboarding process
For more than 50 years, we’ve helped businesses around the country build and maintain 401(k) and other retirement plans. And we’re ready to help you do it, too.
Want to learn more about how we can help you?
Our account executives and retirement plan specialists can work with you to create a plan that works for you and your employees.
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.
Significant figures
We keep things simple
Many 401(k) plans provide different services, like recordkeeping and investment management, through multiple vendors. At Sentry, we offer you the dedicated service you deserve—all in-house.
Our one-team, one-company approach
This approach benefits you because it’s cost efficient. Our services are done in-house, which means we don’t need to pass additional fees along to you.
We have your best interest in mind
We work with trusted companies—Mesirow and Morningstar—to help you manage your fiduciary responsibilities. We also strive to be transparent with you. We share fee disclosures and don’t deduct commissions from plan assets.
We have experience you can trust
401(k) plans are our specialty. Unlike some other service providers, we're not distracted by other financial activities like wealth management or estate planning.
You can count on our financial strength
With more than $25 billion in assets and a policyholder surplus of $8 billion**, we’ve been providing retirement plan solutions to businesses like yours for more than 50 years.
Resources
Preparing for the future
Review the benefits and flexible plan options we offer when you choose us as your retirement plan provider.
Let’s create a quality retirement plan together
Our relationships with our customers are important to us. Here’s what you can expect when you work with Sentry.
Manage your retirement account online
As a Sentry customer, you get access to our online retirement website, where you can manage your retirement plan details. Plus, there’s a participant website available to your employees, so they can manage and monitor their own accounts.
FAQs
We understand the future can be uncertain, and that it can be difficult to determine how much money you’ll need for retirement. You can take advantage of our dynamic online calculators to help you make informed decisions.
We offer a range of plans to choose from, including:
Traditional 401(k)
Roth 401(k)
Safe harbor 401(k)
Profit sharing
Money purchase
Cash balance plans (investment services only)
Investment-only services for other plan types
We offer investment choices from well-known investment firms.
We’ve established relationships with leading third-party registered investment advisors. As our customers, you and your eligible employees have access to their fiduciary services. They can help you with the responsibility of selecting and managing the investments within your employer-sponsored retirement plan.
More reasons to choose Sentry
**Assets and policyholder surplus are as of Dec. 31, 2023, and represent the aggregate total for all members of the Sentry Insurance Group and are not reflective of any individual underwriting company.
Life insurance and annuities are issued and administered by Sentry Life Insurance Company, Stevens Point, WI. In New York, life insurance and annuities are issued and administered by Sentry Life Insurance Company of New York, Syracuse, NY. Policies, coverages, and benefits are not available in all states. See contract for complete details: (Group Annuity) 840-300; (Group Annuity) 840-300(NY).
