Retirement Plan Services

Your company and your employees deserve the best retirement plan for your money. With an increased focus on the responsibilities faced by retirement plan fiduciaries, the pressure is on. Sterling Wealth Management can help.

The RetirementToolbox created by Sterling brings together experts in the vital areas of retirement plan administration, investments and education to take the frustration and complexity out of managing your plan.

Your RetirementToolbox includes:

• Investment Advisor
• Online Education
• Professional Investment Advice available for interested participants
• Daily Valuation Recordkeeper
• Third Party Administrator

Why Choose Sterling’s RetirementToolbox?
Are you aware of your responsibilities with regard to your company retirement plan? Sterling Wealth Management does. We help you navigate the complexities of fiduciary responsibility.

As the “quarterback” of the RetirementToolbox, when you need help, Sterling is there as a resource to you, minimizing costs and potential embarrassment. Some of the ways we help you and your plan are:

• Sharing fiduciary responsibility
• Lowering costs
• Reducing the complication in dealing with the various service providers to your plan
• Provide an Investment Policy Statement for your plan
• Help to select investments
• Conduct employee enrollment & ongoing participant education meetings
• One-on-One meetings with interested participants
• Providing participants with the ability to hire a professional investment advisor for their individual account
• Providing investment education that is easy to understand and really helps!