Reuters logo
Lincoln Trust Company Rolls Out State-of-the-Art Managed Models Product
May 24, 2011 / 5:20 PM / 7 years ago

Lincoln Trust Company Rolls Out State-of-the-Art Managed Models Product

  DENVER, CO, May 24 (MARKET WIRE) -- 
Lincoln Trust Company, a leading provider of open architecture 401(k),
profit sharing, and self-directed IRA solutions, today introduced
"Managed Models," a customized portfolio product designed specifically
for the retirement industry. 

    Managed Models is unique in its ability to provide investment advisors
the ability to create customized risk or age-based asset allocation
portfolios that are not limited to a retirement plan's core investment
lineup. The new Lincoln Trust product provides unconstrained fund
selection, fund-to-fund transfer functionality, dynamic reporting, and
complete transparency, all at no fee. Advisors can also private label the

    "The Managed Models platform has been designed to be a complete solution
for plan advisors bringing an asset allocation strategy to their clients'
plan lineups," said Tom Gonnella, senior vice president of Corporate
Development for Lincoln Trust Company. "Whether they employ a tactical or
strategic approach, these professionals will have easy access to
virtually the entire universe of mutual funds, including ETFs and
alternative investment funds." 

    The firm recently concluded product beta testing with a select number of
retirement plan advisors across the country. According to Bill Peters of
Baton Rouge-based Peters Wealth Advisors, one of the advisory firms
included in the beta test, Managed Models represents a timely solution
for both advisors and retirement plan participants. 

    "With Managed Models, we can bring our best investment thinking to
virtually any retirement plan," says Mr. Peters, "and we don't have to
worry about price. Other recordkeepers are charging additional fees for
models that are far less robust. I'm not at all surprised that model
assets within some of our plans more than doubled in a very short time." 

    As part of Managed Models product development, Lincoln Trust conducted a
survey of leading wealth planners and retirement advisors regarding their
usage of customized models in their practice. Responses from the broad
range of firms surveyed--from less than $25 million in assets under
management to more than $500 million--indicated that seven out ten
advisors were recommending custom-designed models to their retirement
plans. More specifically, the survey confirmed that these advisors were
increasingly preferring a risk-based asset allocation approach to an
age-based approach. 

    "Not being restricted to a plan's core fund lineup gives us tremendous
flexibility to construct portfolios that go far beyond plain chocolate or
vanilla," say Dan Traub, president of Tempo Financial Advisors in
Framingham, MA. "Managed Models provides us seamless and cost-effective
exposure to all the asset classes we need, including commodities,
concentrated industry sectors, and geographic regions. It's a powerful
combination of fund access and participant access that doesn't exist in
the vast majority of systems." 

    A full demonstration of Managed Models solution is available on the
Lincoln Trust Website. 

    With more than 2,000 qualified plan clients and $7.6 billion in
retirement assets, Denver-based Lincoln Trust ranks among the nation's
largest independent providers of trust and custodial services. A member
of the Council of Independent 401(k) Plan Recordkeepers, the firm was
recently awarded the Gartner Business Process Management Excellence

    About Lincoln Trust Company 
 Lincoln Trust Company is among the
country's leading independent providers of self-directed IRAs.
Headquartered in Denver, CO, the firm provides trust, custodial, and
recordkeeping services to open architecture 401(k) plans and other
defined contribution plans. Lincoln Trust's extensive expertise with
respect to administering accounts that hold alternative assets attracts a
wide variety of individuals, businesses, and retirement plan sponsors who
want the flexibility to invest beyond traditional assets, including
purchasing real estate in an IRA or in another retirement plan. For more
information, visit or call 1-855-719-5796.


Morrison Shafroth
(720) 470-3653 

Copyright 2011, Market Wire, All rights reserved.


Our Standards:The Thomson Reuters Trust Principles.
0 : 0
  • narrow-browser-and-phone
  • medium-browser-and-portrait-tablet
  • landscape-tablet
  • medium-wide-browser
  • wide-browser-and-larger
  • medium-browser-and-landscape-tablet
  • medium-wide-browser-and-larger
  • above-phone
  • portrait-tablet-and-above
  • above-portrait-tablet
  • landscape-tablet-and-above
  • landscape-tablet-and-medium-wide-browser
  • portrait-tablet-and-below
  • landscape-tablet-and-below