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Wednesday, August 27, 2008 ..:: Employer Sponsored Retirement Plans * Sterling Solo 401(k) Plan ::..

Our offices will close at 12 noon Central Time on Friday, 8/29/08, and will re-open on Tuesday, 9/2/08, for regular business hours. 

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 Employer Plan Information



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Sterling Trust Company | Better Business Bureau OnLine Reliability Program

 Sterling Trust's Solo 401(k)

A Terrific Opportunity for Owner-Only Businesses -
Sole-Proprietors, Partnerships, and Corporations
 

With the increased need for retirement income, it is important for self-employed business owners, incorporated or unincorporated, to seek the opportunities offered by a Sterling Trust Solo 401(k) Plan.

Sterling Trust's Solo 401(k) allows:

  • Greater contribution limits
  • Greater tax benefits
  • Peace of mind in knowing you are doing all you can to save for your retirement

Offers Same Privileges as a Traditional 401(k)  

Now owner-only businesses have the same privileges to save for retirement as offered by a traditional 401(k). Prior to 2001, self-employed persons could defer only 15% of their total income as a profit sharing or SEP contribution. This limit has increased to 25% of total compensation.

In addition, self-employed persons may save even more through the addition of a salary deferral option not previously offered to them. Self-employed persons may make a profit sharing contribution of up to 25% of their compensation and a salary deferral that is the lesser of 100% of compensation or $15,000.  If age 50 or older by December 31, a catch-up contribution of $5,000 may be made for 2006.

For 2006, the combined total Solo 401(k) contribution can not exceed $44,000.

The increase to 25% of compensation and the addition of a salary deferral for self-employed persons allow for greater contribution limits at lower levels of income over that of other commonly utilized retirement accounts for owner-only businesses.

 

25% profit sharing contribution + salary deferral  =  a greater contribution to a Solo 401(k)!

 

With a Sterling Trust Solo 401(k) you receive:

  • A daily valued 401(k) plan
  • The ability to take a loan from your Solo 401(k) and pay your plan back the principle and interest
  • Automated interactive account services access via a toll free number
  • Web access for trading and inquiry via www.sterlingtrustcompany.com to:
    Arrow.jpg View detailed account information
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    View your account contribution/transaction history
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    Review your current investment allocations
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    Change your investment allocations
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    Rebalance your portfolio
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    Transfer existing dollars between funds choices
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    View loan modeling
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    Request a loan from your plan
  • Quarterly statements
  • Choose up to 15 fund choices
  • Custody and valuation of your assets
  • Ability to place daily transactions
  • Distribution processing and tax reporting
  • Necessary testing to ensure you do not exceed the 25% limitation
  • Preparation of IRS Form 5500 if required (for plans exceeding $100,000)
  • A dedicated Plan Services team via our 800 number


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