SOURCE: Lincoln Trust Company

Lincoln Trust Company

May 24, 2011 13:18 ET

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

Advisor-Friendly System Designed to Bring Institutional Asset Management to Small- and Mid-Sized Plan Markets

DENVER, CO--(Marketwire - May 24, 2011) - 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 product.

"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 Award.

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.

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