Lincoln TrustLincoln Trust

About LT Trust

When choosing LT Trust, companies have a retirement plan with the freedom of choice to select best-of-class investment options for their employees. They can also choose from various fund classes (including institutional class), providing employees with higher quality investment options at a lower cost. We administer over 2,000 retirement plans and $3 billion in assets.

When coupled with our other services, our true open architecture 401(k) platform makes it easier for participants to reach the ultimate objective:

Retirement Success

In The News

We staked our claim as a 401(k) fee transparency leader through the development of our innovative Personalized Expense Ratio report and we haven’t stopped there. We believe that the Department of Labor’s new fee disclosures do not go far enough and we have raised the bar on fee transparency.

At LT Trust, we believe that awareness is key to transforming the retirement industry. To this end, we continually raise the issue in key media streams. Below are just a few of the publications where you can find us raising the flag for participant awareness.

Please click on a logo to read the article.

foxbusinessnewsinvestment-news advisor-tv

WSJ

Forbes-logo

plansponsor

Our Heritage

Our Chairman and CEO, Bob Beriault, founded LT Trust with a vision of transforming the self-directed retirement industry by offering exceptional products and services along with outstanding customer service.

Bob’s experience in the trust industry dates back to 1986 when he joined LT Trust Company as President and CEO. LT Trust had a rich heritage dating back to 1957. Bob led that company to become the largest privately-held alternative asset custodian in the nation, before selling to Fiserv, Inc. in 1995. LT Trust subsequently merged with two other leading independent trust companies to become Fiserv ISS in 2004.

Fiserv Inc. later decided to divest its trust business as part of a corporate restructuring. Bob founded LT Trust in 2009 and purchased approximately $10 billion in custodian accounts from Fiserv to start the company. In 2012, LT Trust sold its self-directed IRA business to Pensco Trust and made a strategic decision to focus its resources to grow its 401(k) business. Over the course of the next year, LT Trust demonstrated its commitment to the business through its acquisitions of Fringe Benefit Administrators, Independent Pension Consultants, and an asset purchase of Benefit Solutions Corporation.

Bob believes that the foundation of a successful company is through leadership that sets the standard for accountability to clients and partners and defines clear expectations and rewards for employees. At LT Trust, Bob and his executive staff have extensive experience in the trust industry and empowering employees to do what is needed in the spirit of client care.

Testimonials

Here’s what our clients have said about our team members:

You have been nothing short of phenomenal to deal with this entire time and I’d recommend you in a heartbeat to any prospective client.

… is always extremely helpful and answers all of our questions in a timely manner.

…is very helpful, professional, and always willing to go above and beyond to accomplish the task at hand. I couldn’t ask for a better Relationship Manager.

…was unbelievably awesome to work with. I was so impressed at how she handled everything, especially because we were on a very short deadline. She was amazing!

…is always accommodating, kind, helpful and quick to respond to any and all questions or concerns we may have about our company 401k. She handles our account very well. She is wonderful.

…is a pleasure to work with. She is one of the few administrators that I work with that actually picks up her phone and she is extremely responsive. Great working with her!

..is very knowledgeable and helpful with any questions I have!

I’ve told you multiple times that I’m awed that you were able to get our new plan up and running within our short deadline.  You rock!

…is excellent to work with!

Contact Us

We always want to hear from you! Our phone lines are open from 7:30 a.m. – 5:00 p.m. (mountain). Otherwise, use one of the contact methods below:

New Business
Phone: (855) 719-5796
Contact Form

Bank Outsourcing Services Clients
Phone: (800) 492-0165
Contact Form

Existing Clients
Phone: (800) 831-8675
Contact Form

Mailing Address
LT Trust Company
PO Box 5508
Denver, CO 80217

Express Deliveries
LT Trust Company
1675 Broadway, Suite 500
Denver, CO 80202

Locations

Denver, Colorado

LT Trust Company
Headquarters
1675 Broadway,
Suite 500
Denver, CO 80202

(303) 658-3500

Metairie, Louisiana

Fringe Benefit Administrators
110 Veterans Boulevard, Suite 120
Metairie, LA 70005

(504) 837-9546

Forms

LT Trust has an extensive library of interactive forms for our different plan types and investments. To ensure you are using the most up-to-date forms, please use the forms posted here. If you have questions regarding which form to complete for your plan type, please contact us.

 

Go to Forms Page

IF YOU HAVE ANY QUESTIONS OR NEED FURTHER ASSISTANCE,
PLEASE DON’T HESITATE TO CONTACT US