Retirement Plan Solutions for Your Employees

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Providing a good retirement plan can help attract & retain employees

According to the annual Federal Reserve report on economic well-being for both 2013 and 2014, more than 30% of those surveyed had nothing saved for retirement.

A strategic retirement plan focused on your goals is vital to living life free of financial worry in retirement. Alpine Trust & Investment Group provides retirement plan design and compliance to help you attract and retain employees while optimizing your contributions and tax deductions.

Choose the retirement plan that best fits your needs.

  • 401(k) - allow your employees to invest a portion of their paycheck pre-tax or Roth with the option to make additional employer contributions. Other plan options are available.
  • 403(b) - very similar to the employee deferrals of a 401(k), but specifically designed for public education organizations, 501(c)(3) organizations and other community organizations.
  • Safe Harbor - a specific type of 401(k) in which you have the opportunity to choose between non-elective contributions to all eligible participants or a matching contribution.
  • Cross Tested - a plan design concept which allows a company to define classes of employees and make contributions to each class.

The right retirement plan acts as a way to attract and retain talented employees for your business.

Nearly one-quarter of American workers (24 percent) are not at all confident they will have enough money to be comfortable in retirement.
-2015 Retirement Confidence Survey, Employee Benefit Research Institute

Retirement plan guidance for employees is available.

Retirement readiness and education through one-on-one meetings enable employees to stay on track and create financial awareness through Mastery Point Guidance.

Our retirement plan advisors are ready to help you succeed.

  • Mike St. John
    Mike St. John, CPA, CRPS®, AIF®

    Vice President
    Retirement Plan Services Manager
    Marquette University, B.S. Accounting 
    Certified Public Accountant
    Chartered Retirement Plans SpecialistSM
    Accredited Investment Fiduciary®
    27 years experience
  • Kristen Campbell
    Kristen N. Campbell, CSOPTM , LSSGB

    Vice President
    Trust Operations Manager
    University of Illinois, B.S. Finance 
    Certified Securities Operations ProfessionalTM
    Lean Six Sigma Green Belt 
    Graduate of Cannon Financial Institute
    15 years experience
  • Alana McConnell
    ALANA McConnell

    Retirement Plan Coordinator
    Certified in Retirement Plan 
    Fundamentals - ASSPA
    7 years experience
  • Mike St. John
    Beth Anderson

    Retirement Plan
    Participant Representative
    Western Illinois University, B.S. Education
    25 years experience

Contact our retirement planning team members today by calling 815-231-2710.