Lincoln TrustLincoln Trust

Superior Service

gold-medal

At LT Trust, we treat your clients exactly like you would treat them. We understand that you are staking your relationship on us, and we will exceed your expectations. Our goal is to provide your clients with the required knowledge and assistance to help them feel confident about decisions they make regarding retirement planning.

Plan sponsors rated their satisfaction with LT Trust Relationship Manager
4.77 on a 5-point scale.

A few words from our clients…

You have been nothing short of phenomenal to deal with this entire time and I’d recommend you in a heartbeat to any prospective client.

… is always extremely helpful and answers all of our questions in a timely manner.

I’ve told you multiple times that I’m awed that you were able to get our new plan up and running within our short deadline.  You rock!

…is very helpful, professional, and always willing to go above and beyond to accomplish the task at hand. I couldn’t ask for a better Relationship Manager.

…was unbelievably awesome to work with. I was so impressed at how she handled everything, especially because we were on a very short deadline. She was amazing!

She is a pleasure to work with and responses to our requests professionally.

…is always accommodating, kind, helpful and quick to respond to any and all questions or concerns we may have about our company 401k. She handles our account very well. She is wonderful.

…is a pleasure to work with. She is one of the few administrators that I work with that actually picks up her phone and she is extremely responsive. Great working with her!

..is very knowledgeable and helpful with any questions I have!

She had all the answers I needed and fulfilled every request I had (which were many) and did so in a very timely fashion and will courtesy.

…was unbelievably awesome to work with. I was so impressed at how she handled everything, especially because we were on a very short deadline. She was amazing!

…is excellent to work with!

From plan enrollment services to ongoing communications, LT Trust is here to provide superior 401(k) services to your clients. We provide:

  • Enrollment support and participant education
  • Customized enrollment kits
  • Electronic statements and confirmations
  • Online loans and distributions
  • Participant call center
  • Automatic salary deferral increases
  • Third-party self-directed brokerage account administrative support
  • Quarterly statements mailed directly to participants
  • 1099-R reporting
  • Retirement calculator
  • Gap analysis statements

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