401(k) Advising Made Simple
More Time to Advise
Advising clients on 401(k)s is what you do best, and with LT Trust handling your 401(k) recordkeeping and administration tasks, you can focus all of your energy on doing just that. When you don’t spend your time on back-office duties, your every minute becomes more efficient, and thus, more valuable to your clients.
Lower 401(k) Fees
As fees grow, retirement savings shrink. LT Trust offers an open architecture platform and applies any revenue sharing to offset plan expenses. This, as well as extremely competitive fees, makes our services one of the best values in the industry.
True Open Architecture 401(k)s
LT Trust is a true open architecture 401(k) platform, which means you can construct a high-quality investment lineup using mutual funds and ETFs from any fund family without any impact on fees – so you can recommend what’s truly best for your clients.
Powerful Fund Reporting
You’ll gain access to cutting-edge technology that delivers detailed statistical analysis of fund performance, risk measurement, and underlying holdings – at no additional cost.
LT Trust Includes:
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