Lincoln TrustLincoln Trust

Plan Services

At LT Trust, we offer great technology backed by superior personal service. Instead of calling a generic customer service department, each of our plans have a dedicated relationship manager that will help you through every step of the process.

Additionally, when choosing a small business 401(k) at LT Trust, you have the freedom to choose the services that meet your needs. We offer a wide variety of services that can be tailored to meet your needs.

These services include:

  • Open architecture platform with access to over 24,000 mutual funds and 1,000 ETFs
  • Interactive employer websites
  • Enrollment support and participant education
  • Customized enrollment kits
  • Electronic statements and confirmations
  • Online loans and distributions
  • Automatic salary deferral increases
  • Third-party self-directed brokerage account administrative support
  • 1099-R reporting
  • Proactive communication regarding nondiscrimination testing and legislative changes

Services for your participants:

  • Personalized rate of return
  • Responsive participant website
  • Retirement calculators
  • Gap analysis statements
  • Helpful call center
  • Quarterly statements mailed or emailed directly to participants

WOULD YOU LIKE TO DISCUSS SETTING UP A LOW-COST, EASY TO MANAGE 401K PLAN THAT WILL TRULY BENEFIT YOUR EMPLOYEES?