Plan design support
Translate your retirement objective into an understandable plan design conversation, with contribution targets and business realities in view.
Services & third-party administration
The strategy matters. So does every detail after it.
Sterling Pension Group brings plan design, administration, and professional coordination into one clearer experience for business owners and their advisors.
Documentation coordination
Keep the plan documents, onboarding steps, and professional handoffs moving in the right order.
Annual administration
Coordinate census information, participant records, annual testing, reporting, and the details that keep a plan current.
Compliance workflow
Stay organized around deadlines, notices, required filings, and the professional certifications that belong in the process.
What we take off your plate
A more connected way to manage a complex plan.
The strongest plan strategy can lose momentum when the annual work is fragmented. Our role is to make the handoffs clear, the documentation organized, and the path forward easier to see.
Design without a census is a sketch. Administration without a calendar is a scramble in July. Sterling sits between the owner, the CPA, and the independent Enrolled Actuary so those three are not discovering the same fact in three different months. The recurring work is described on administration. The annual review list is on compliance.
How we partner
Built to keep owners, advisors, and administrators aligned.
- A dedicated point of contact who knows the history of your plan
- Clear, plain-English communication at each meaningful milestone
- Thoughtful coordination with CPAs, attorneys, investment professionals, and independent Enrolled Actuaries
- A long-term view of the plan—not just a transaction at the end of the year
We are not the actuary, the CPA, the attorney, or the investment adviser. When the filing needs a certified valuation, that signature belongs to an independent Enrolled Actuary. When the return needs a deduction, that signature belongs to your CPA. Sterling’s job is the plan’s administration and the coordination around it. The fee split is on fees and who does what.
Need a steadier process?
Bring us the complicated version.
We’ll help you sort through what’s in place, what’s missing, and which next step matters most.