Lincoln TrustLincoln Trust

Financial Advisors

As a retirement plan advisor, your customers count on you to navigate the waters of plan establishment, investment selection and compliance. You specialize in building and monitoring plan fund lineups while we specialize in the back office tasks to make sure the plan operates smoothly. Together, we can offer your plan sponsors a comprehensive 401(k) solution at an extremely competitive price.  At LT Trust, we are committed to your success.

Here are some of the reasons you should consider LT Trust as your primary open architecture 401(k) solutions:

Investment Freedom

Select from over 24,000 mutual funds and 1,000 ETFs

Stability

LT Trust has demonstrated its commitment to the industry through its three acquisitions in the past few years.

Experience

Our relationship management team averages 24 years of industry experience.

Commitment to Operational Excellence

We continually monitor our quality rates on all transaction processing and we will not be satisfied until all functions are 100% error free.

Satisfied Clients

Plan sponsors rated their satisfaction with their LT relationship manager 4.77 on a 5 point scale.

Robust Reporting

Through our quarterly reporting package and library of extensive on demand reports, you will never be in the dark on any of your plans.

Sales Support

Our Account Executives will go the extra mile to assist you in closing new business.

Value

Our low cost services will translate into more retirement savings for plan participants.

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