Alpine Bank
(815) 398-6500
Printed from: http://www.bankalpine.com/trust/retirement/index.cfm
Online Banking:
Trust & Investment Accounts
Retirement Plan Services
Superior retirement plan services you can trust.
Alpine Trust & Investment Group provides a broad range of Retirement Plan Services coupled with excellent customer support making it easy to:
- help you design a program
- move your assets
- get your plan up and running quickly
A Full Range of Administrative Services
We provide many administrative services, including prototype plans, trustee services, testing and compliance, and tax reporting in order to ensure that your plan is always in compliance with all of the regulations that govern its operation. We handle these responsibilities, enabling you to focus on your business.
High Quality and Diversified Investment Options
Alpine Trust & Investment Group provides a broad range of investment choices that match participants' needs, risk parameters, and financial objectives. We offer professionally managed risk-based portfolios, target retirement funds and a broad array of individual mutual funds.
Effective Communication with Employees
Our Retirement Plan Specialists provide personal attention, as well as informative tools such as educational seminars and regular newsletters, to keep your employees informed and educated about their investments.
Fees and Fiduciary Responsibility
A Trustee of your plan, we help share in the fiduciary responsibility you take on as a plan sponsor. We monitor the investments and provide full fee disclosure to you, so there are no hidden surprises. From our fund fees to our custodial fee, we offer your plan and its participants the best value for the dollar.
Ease of Installation
Whether you are introducing a retirement plan to your workplace for the first time or you are transferring an existing plan, our Retirement Plan Specialists will help you design your program, move your assets, and get your plan running in the shortest time possible.
Traditional IRA
