ExpertPlan Rolls Out Qualified Retirement Plan Program

December 8, 2011 (PLANSPONSOR.com) – ExpertPlan has completed a 2,000 retirement plan conversion for Sterling Trust Company. 

The converted block of retirement plans consisted of prototype, custom-designed plans, defined benefit and Solo(k)’s, with the majority predominately invested in non-traditional assets such as real estate, tax liens, precious metals, promissory notes, oil and gas, equipment leasing, renewable energy and much more.

Going forward, all recordkeeping, third-party administrative services as well as adviser, participant and plan sponsor support will be handled directly by ExpertPlan, while Sterling Trust Company, will remain the appointed custodian for the plans.

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Under Sterling Trust’s new branded retirement program, the two firms will begin an extensive marketing campaign to small-business owners seeking a fully-customized platform, offering any type of retirement plan with alternative investments.

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