Plans and Services

Sterling Trust provides administration and custodial services for self-directed IRAs, qualified retirement plans and non-qualified custodial accounts: 

Individual Retirement Accounts 

• Traditional and Roth IRAs
• Rollover IRAs
• SEP and SIMPLE IRAs
• Program IRA Services for Investment Product Sponsors

Retirement Plans for Small Businesses

• 401(k) and Solo 401(k) Plans
• Profit Sharing Plans - Traditional, Age-Weighted, Integrated and New Comparability
• 403(b) Group Plans
• Cash Balance Plans
• Defined Benefit Plans
• Bundled and Unbundled Solutions for Plan Administration, Recordkeeping and Custodial Services

Custodial Accounts

• For Individuals, Trusts, Plans and Businesses
• Non-Qualified Custodial Account Solutions

Institutional Services

• For Registered Investment Advisors, Mutual Fund Companies, Banks and Other Financial Service Firms
• Customized Custodial Solutions for Registered Investment Advisors, Mutual Fund Companies, Banks and Other Financial Service Firms