Defined Contribution Plans
Sterling Trust offers a full line of defined contribution products including:
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All Sterling Trust plans are written on IRS-approved prototype documents, providing cost-effective compliance with the tax codes.
In addition, each plan provides an open architecture giving the investment flexibility (as allowed by plan type) you are looking for. Investment portfolios can be established utilizing more than one mutual fund family. Our 401(k) plans allow for stock and bond purchases inside a brokerage account established for the plan. Some plans even allow clients to hold real estate in their accounts.