SterlingBridge Partners advisors have access to our experienced in-house professionals to assist in setting up retirement plans for corporate, small businesses and individual clients. Available retirement solution options include:
- SEP and SIMPLE IRAs
- Profit sharing plans
- Safe harbor Plans
- Defined benefit pension plans
- 403(b) plans
Affiliated Third Party Administrator
SterlingBridge Partners has an affiliated TPA providing our financial advisors with a competitive advantage in acquiring and retaining businesses as clients. Our TPA specializes in advance plan design for Defined Contribution and Defined Benefits plans and can provide a complete analysis of benefit options for our advisors and their clients. The TPA also ensures that all aspects of the company’s plan administration, compliance, and reporting are handled accurately and reliably taking this burden away from the business.