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One of the keys to success is crafting the best plan.

We offer comprehensive retirement plan services including, but not limited to, initial plan design, creating a fund lineup, holding employee enrollment sessions, review and design of your required Investment Policy Statement, monitoring Department of Labor and IRS law changes, and ongoing employee education seminars and advice including direct access to wealth advisors via phone or email.

As retirement plans generate a lot of documentation, and finding what you need quickly can be troublesome, we additionally offer access to a Fiduciary Vault, which is a centralized virtual location where you can access important plan information such as plan reviews, investment monitoring reports, benchmarking data, fee analysis, and more.


Stress testing your retirement plan.


Helping you manage your retirement plan investment responsibilities.

Other solutions from Marshall+Sterling.

Business Insurance

Marshall+Sterling can help you analyze and assess your risk, delivering custom solutions to help you protect your business. 

Personal Insurance

Whether for your home, auto, RV, or life and health, we have solutions to protect you from whatever life throws your way.

Employee Health and Benefits

We provide our clients with a wide array of choices for cost-competitive programs throughout the insurance industry.