Sterling Administration

Sterling Administration is a leader in a new category of tax-advantaged health care benefits called health savings accounts, or HSAs.

They are an independent, minority, woman-owned company that has become a leading administrator for:

• HSAs
• HRAs
• FSAs
• POPs
• COBRA

Additionally, they offer expert compliance services for:

• ERISA Wrap
• Form 5500 Filing
• Non-discrimination testing
• Requirements under the Patient Protection Affordable Care Act (PPACA)

Sterling Administration makes the complex simple!

They are a one-stop shop where a single account manager and an experienced benefits team help you spend wisely and make sure everything you do is in compliance with COBRA, ERISA, IRS and healthcare reform regulations.

Based in Oakland, California, with remote staff nationwide, they were also named a national "Best Place to Work" by Business Insurance Magazine in 2014. It's no secret that a company with happy employees tends to provide a superior level of service for their client base. 

Unparalleled Service

Sterling is all about services, not just consumer-directed accounts like HSAs, FSAs and HRAs where you and your employees park your money. Every aspect of the company is specially designed to help clients best manage and administrate their tax-advantaged accounts while providing the highest level of service and attention. For Sterling, clients are more than just a number! 

"It's refreshing to see someone so intent on offering great service and trying to find solutions." - David B., Group Benefits Manager, ISU Insurance - Olson Duncan Agency

They pride themselves on their unparalleled service - this is what keeps clients coming back.

Personalized Experience

Sterling is large enough to offer the most advanced benefits administration technology and services, yet small enough to provide a personalized experience. Sterling provides one dedicated account manager to clients to take care of everything they may need. This makes clients feel seen and heard as they work on their financial wellness and security.

Innovative Tools

With cutting-edge partners like FSA Store, HSA Store, Ease and Employee Navigator, Sterling strives to provide clients with all the tools possible to create personal and financial wellness for them and their families.

Easy Scalability 

Sterling comes in your size! In other words, their benefits solutions are designed to scale for any business—small, mid-sized or large.

Premium Products

Sterling offers premium products to help clients achieve financial security and maintain financial wellness. Coupled with their unparalleled service, this selection of products keeps clients coming back regularly.

Their full suite of products encompass:

• HSA
• HRA
• FSA
• POP
• COBRA
• ERISA Wrap & Form 5500 Filing
• ACA Compliance Services

Instant Access

Clients get instance access to everything!

Their online portal allows for easy integrated account management across all digital devices.

Take an online tour of Sterling Administration

_{Disclaimer: The products and services available via the Amwins Connect Storefront are included for the convenience of our broker partners; they are for informational purposes only, are not for the purposes of professional advice, and do not constitute an endorsement or any representations or guarantees about the products. Users should use their own judgment and discretion when assessing or purchasing products or services. The Amwins Connect Storefront uses affiliate links which in some cases may earn a commission for purchases made at no additional cost to you. This disclaimer may be updated without prior notice.}