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Help your company grow and prosper by helping your employees achieve financial peace of mind. Our representatives can help you design a retirement plan that provides security for your employees at a level that fits your company's budget. We offer Simplified Employee Pension IRAs and Savings Incentive Match Plan IRAs as well as many other additional retirement solutions for the small business owner.

Simplified Employee Pension (SEP) IRA
The Simplified Employee Pension (SEP) IRA is a low-cost retirement plan designed for small businesses and the self-employed. This plan enables you to make discretionary tax-deductible contributions for yourself and your eligible employees and there are no IRS Reporting Requirements.

Savings Incentive Match Plan (SIMPLE) IRA
The Savings Incentive Match Plan (SIMPLE) IRA is an economical way for you to sponsor a retirement plan because employees elect to defer part of their salary into the plan. Although you must make a contribution, the plan's flexibility makes it appealing to many small-business owners.

Additional Retirement solutions offered for the Small Business Owner:

  • 401(k) Plans
  • 412(i) Plans
  • Employee Stock Ownership Plan & Employer Securities Solutions
  • Non-Profit Organization Solutions

 

 


Investment and Insurance Products are offered through FINTEGRA FINANCIAL SOLUTIONS, an independent registered broker/dealer, member FINRA/SIPC, Office of Supervisory Jurisdiction phone 763.585.0503. Sterling Savings Bank and FINTEGRA FINANCIAL SOLUTIONS are not affiliated. Harbor Financial Consultants are Registered Representatives of Fintegra.

Investment and Insurance Products:

  • Are NOT Insured by Any Government Agency
  • Are NOT Bank Deposits
  • Carry NO Financial Institution Guarantee
  • Are NOT FDIC Insured
  • May Lose Value

Fintegra Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in their respective states of business. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only, and does not constitute an offer to sell, or a solicitation of an offer to purchase, brokerage services to persons outside of the U.S.

non-fdic