A True Advantage
With the ease of an integrated solution with built-in fiduciary support, fund reporting and monitoring, as well as full fee transparency with mutual fund sub-transfer agency and shareholder servicing fee pass-through arrangements, the Advantage Plan offers a high-quality participant retirement solution and a manageable solution for Plan Sponsors and their chosen financial professionals.
An enriched retirement plan product from Lincoln Trust Company includes:
- Simple pricing structure with a fee schedule that is independent of investment selection allowing the plan to have investment options that enable participants to seek to achieve their retirement objectives.
- Proactive service model allowing knowledgeable staff to help alleviate the burden of retirement plan administration.
- Simplified plan administration that allows Plan Sponsors and financial professionals to focus more time on the plan participants, delivering solutions that truly allow plan participants to work toward achieving their retirement goals.
The Advantage Plan offers flexibility, incorporating:
- Pre-selected investment menu covering multiple asset classes from numerous fund families, including QDIA eligible investments.
- Flexibility to supplement or replace the funds included on the pre-selected investment menu by selecting among the funds from the Advantage Plan fund list, which consists of funds that have passed stringent screening criteria by the Advantage Plan’s investment consultant and represent 20+ fund families.
OR