Low Cost Open Architecture 401(k) Plan Solutions

Lincoln Trust offers an open architecture 401(k) plan solution that allows financial advisors to maximize the service level they provide to plan sponsors and their participants. Lincoln Trust offers a wide variety of institutional-quality investment choices combined with superior client service. With a strong belief that the best interests of employees and plan sponsors should always be of primary consideration, Lincoln Trust strives to provide exceptional retirement plan products and services to businesses and individuals. A Lincoln Trust 401(k) plan gives plan sponsors the freedom of choice to select best-of-class investment options for plan participants to create a great low cost 401(k) plan.

Benefits of working with Lincoln Trust include:

  • Access to 24,000 mutual funds and 900+ ETFs
  • A dedicated relationship manager assigned to every plan
  • Simple, transparent fees with full fee disclosure; fee schedules are independent of investment selection
  • No product requirements

Lincoln Trust currently offers three low cost 401(k) products:

  1. Custom Plan – Open architecture 401(k) solution tailored towards plans with a retirement plan advisor
  2. Advantage Plan - A pre-packaged fund lineup with built in fiduciary support from a third-party investment consultant
  3. TPA Direct – A recordkeeping and custody only product that allows plan administration to be performed by a local Third Party Administrator (TPA)