Lincoln TrustLincoln Trust

Seamless Conversion Process

We know that switching to a new recordkeeping firm can feel overwhelming. We mitigate this risk by providing a dedicated team of experienced conversion professionals who have one goal: making it easy for both you and your clients during the conversion process.

We will work diligently to provide a seamless on-boarding process for your plan. Our goal is to never have you or your advisor call us to ask about the status of your plan’s implementation.

rep on phone with client

2014 Conversion Survey Results:

  • 90% of new clients rate working with LT Trust as extremely satisfying
  • 86% of new clients rate the entire conversion process as extremely satisfying
  • 90% of clients state that the conversion process was completed on schedule or earlier than expected.

LT Trust was easy to work with and the conversion process was seamless.
 – Five Keys Charter School

The conversion process went perfectly.
– David M. Barney DMD

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