With the Lincoln Trust platform, companies will have a retirement plan with the freedom of choice to select best-of-class investment options for their employees. They can also choose institutional share class funds, providing employees with higher quality investment options at a lower cost. All of these options make it easier to reach the ultimate objective:
Maximizing retirement success!
Lincoln Trust currently offers three low cost 401(k) products:
Custom Plan – Open architecture 401(k) solution tailored towards plans with a retirement plan advisor
Advantage Plan - A pre-packaged fund lineup with built in fiduciary support from a third-party investment consultant
TPA Direct – A recordkeeping and custody only product that allows plan administration to be performed by a local Third Party Administrator (TPA)
Executive Vice President, Tom Gonnella discusses keeping an eye on Washington regarding the retirement industry.
For more information, please call 855-719-5796.
Lincoln Trust in the News
Not FDIC Insured
No Bank Guarantee
May Lose Value