Lincoln TrustLincoln Trust

Tools That Help You Win Business

Making you look good is part of our business. At LT Trust, we have developed free proposal tools allows you to differentiate yourself from your competition.

Not only will these tools give you a polished look, they also help you tell the story that a low cost 401(k) plan plays a major role in reaching the plan’s primary goal: Participant retirement success.

PROPOSAL GENERATOR

Have an unexpected meeting? No problem!

Our unique proposal generator allows you create a fully customized retirement plan proposal for your plans, all at your own convenience. Click here to register for access.


PLAN COMPARISON TABLES

Need help showing a plan sponsor exactly how much they pay for their retirement plan? With this tool, you can create an apples-to-apples comparison of up to three different service providers that identifies the low cost 401(k) provider. Additionally, this tool provides benchmarks that identify the average cost of a 401(k) plan.

meeting with client

INTERESTED IN LEARNING MORE ABOUT HOW LT TRUST COULD HELP YOU GROW YOUR BUSINESS?