Your company is unique and one of your primary differentiators is your ability to create custom portfolios for your clients.
At LT Trust, you can truly differentiate yourself by creating managed models from any mutual fund or ETF available on our open architecture 401(k) platform, even those outside of the plan’s core fund lineup. These models can be private labeled to ensure that they fit with your look and company brand.
Additional features of managed models include:
- Personalized model performance is displayed on the participant website and statements
- The same managed model can be used across your entire book of business
- The managed model can be used as a default fund or QDIA
- In addition to rebalancing functionality, fund transfers can be done in any of the following ways: % to % • $ to % • Units to %