Sentry Retirement vs Entrust Self

After registering your account and enrolling in your company’s retirement plan, you can use the Sentry Retirement app to: View important account information. Whether you want to see how your investments are performing or check on withdrawal amounts, you can find information about your retirement account on our easy-to-use app. Receive important notifications. Because your transactions will take place online, we’ll send all your transaction confirmations using online alerts. Any alerts you choose to receive online, you’ll also receive on the app. Easily navigate to the retirement website to manage your account. If you decide you want to make any changes to your account—like adjusting your contribution rates or changing your investments—or you want to submit a request, we’ll connect you directly to your retirement account on our secure website. Manage login preferences. You can choose to use biometric features—such as facial or fingerprint recognition—to securely log in to the app. To access the app, you’ll use the same username and password you use to log in to your online retirement account on sentry.com Visit https://www.sentry.com/retirement-app to learn more. We want our app to provide you with an excellent experience, where you can easily monitor your investments and performance. Please know we value your feedback, and we review and consider all App Store comments. If you have any technical difficulties with the app, you can contact us at 800-473-6879. We’ll be happy to help you.

SELF-DIRECTED IRA INVESTING STREAMLINED Looking for a way to plan for retirement that suits your needs and expertise? With Entrust, you can do so via a self-directed IRA (SDIRA) that allows you to invest in what you want. With a SDIRA, you’re not limited to stocks, bonds, or other traditional investments. Instead, you can invest in alternative assets such as real estate, private equity, private lending, precious metals, and more. An Entrust Self-Directed IRA allows you to: • Invest - Transfer or rollover your existing IRA or 401(k) to start investing in alternative assets • Manage - Purchase alternative assets, make contributions, set up beneficiaries, and more • Take control - Discover strategies and techniques to help you diversify and grow your retirement savings via our online learning center With our app, you can manage your SDIRA on the go. The Entrust app is currently designed for existing account holders. Don’t have an account yet? Go to theentrustgroup.com/open-a-self-directed-ira to get started. SDIRA INVESTING ON THE GO With the Entrust app, invest with your SDIRA from anywhere. Use it to: • Fund your account • Purchase alternative investments • Complete, edit, and submit necessary forms • Browse private offerings on Entrust Connect • Open additional accounts EASY ACCOUNT MANAGEMENT Managing your SDIRA and investments has never been more convenient: • View and download statements and tax forms • Make payments • Manage beneficiaries • Update personal information • Complete and submit fair market valuations • Take distributions • Give account access to your advisor EFFORTLESS REAL ESTATE ASSET MANAGEMENT Say goodbye to writing checks. Use the myDirection Visa debit card to manage real estate expenses: • Apply for the myDirection card • Add funds to your card • Certify transactions • Add your card to Apple Wallet EXPLORE NEW OFFERINGS Looking for new investment ideas? Consider our online marketplace, Entrust Connect. Use it to find private offerings that other Entrust clients have already invested in. The marketplace is continually updated and includes offerings for almost every interest. SAFE & SECURE Your data security is our priority. The Entrust app meets or exceeds all privacy and security standards set by Apple. This includes multi-factor authentication to prevent unauthorized access. It also works with Apple’s keychain access, so users can securely pre-populate their credentials. WE’RE HERE FOR YOU Got questions about the Entrust app or your account? Contact us directly via secure message within the app. Disclaimer: Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant. We help you get started quickly and stay with you every step of the way.