Industry-Leading Technology

PartnerLens Equity Glide Path on a Laptop

LT Trust is excited to provide our industry-leading 401(k) technology. Developed by our award-winning team, to equip plan sponsors, participants, and individuals with the tools they need to take the necessary steps in the retirement process. All the advice and activity that you see in your account portal were researched and implemented by the team at LT Trust. On top of that, we are constantly looking for improvements and recommendations on how we can better serve you.

Continue reading to learn how LT Trust is taking the steps to become one of the leaders in the financial technology industry. If you have any questions or recommendations, contact us online or call us at (833) 458-4015 and an LT Trust specialist will be happy to help.

Technology Features

+ Push Notifications

  • Advisors will be notified when a participant terminates with a balance above a specific threshold.
  • Both participants and Plan Sponsors will receive an alert when a new contribution has been posted.

+ Data Visualization

Data visualization is an extremely efficient way of communicating a large amount of data. At LT Trust we have taken all the information you need and made it easily digestible through graphs, tables, and charts.

  • All tables are sortable and exportable into Excel and other formats.
  • Sort all data in ascending and descending order.

Mobile Apps

LT Trust mobile apps offer push notifications and 24/7 access right from your phone! LT Trust is one of the first 401(k) recordkeepers to deliver a state-of-the-art mobile app experience to all 401(k) stakeholders: Participants, Plan Sponsors, & Advisors. Whether you're on the go or unable to get to your computer, the LT Trust mobile apps are a great way to take control of your 401(k) and manage your retirement assets right from the palm of your hand!

If you need help downloading one of our mobile apps, take a look at our how-to page for a step-by-step guide.

Participant

 

Advisor

LT Trust PartnerLens App
 

Plan Sponsor

LT Trust SponsorLens App
 
 
 
 

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