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Company Sponsored Retirement Plans

Sauk Valley Investment Services is different than many other retirement plan programs in that our advisor can sit with your employees and give specific advice.  This has been proven to be one of the key components of a successful retirement plan.

Another important aspect when selecting a retirement plan for your company, is deciding which one offers the best combination of benefits and contribution costs. Sauk Valley Investment Services can help. We have extensive and valuable experience in both administration and portfolio management for qualified retirement plans. We would be happy to work with you, your attorney, and your accountant to develop a program that meets your needs and objectives. Whether you are establishing a new plan or reviewing your current benefit program, we are ready to assist you.

We provide participants internet access to their account information and most plans are valued on a daily basis.  Generally, participants are able to select their own investments from a menu of mutual funds.  This allows the individual employee to control the level of risk they are willing to take.  We also offer online investment education and advice to assist in making the investment choice.

For more information, contact us at (815) 632-4633.

Sauk Valley Investment Services is a division of Sauk Valley Bank (SVB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/ SIPC. MSTC and SVB are not affiliated.
Check the background of this investment professional on FINRA’s BrokerCheck.


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