Retirement Plan Services

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Elevate Your Benefits:
Retirement Solutions For Businesses

At LeTort Trust, we recognize the diverse landscape of businesses, ranging from small privately owned enterprises to larger entities. That’s why we’re dedicated to providing customized retirement benefit solutions. Our tailored approach ensures that retirement benefits are not only comprehensive but also strategically designed to enhance the financial well-being of every business, regardless of their scale or structure.

Join the many businesses who have entrusted LeTort Trust with their retirement planning needs. Let us help you build a brighter future for your business and your valued employees.

Elevate Your Benefits:
Retirement Solutions For Businesses

Join the many businesses who have entrusted LeTort Trust with their retirement planning needs. Let us help you build a brighter future for your business and your valued employees.

Elevate Your Benefits:
Retirement Solutions For Businesses

Join the many businesses who have entrusted LeTort Trust with their retirement planning needs. Let us help you build a brighter future for your business and your valued employees.

Total Plan Solution

Created with your convenience in mind, our comprehensive plan services cover all facets of your retirement plan. We handle everything, from custom plan design and providing professional managed investment portfolios to filing government forms. We become an extension of your HR team. Leave the details to us and reclaim your time for what truly matters.

Support

Experience unparalleled support with LeTort Trust. At LeTort Trust, our dedicated team personally oversees all aspects of your retirement plan, providing a single point of contact. Whether you’re an employer or participant, support is just a phone call away. We’re here to ensure your retirement plan runs smoothly, empowering both you and your team every step of the way.

Employee Education

We believe in empowering your workforce through comprehensive employee education and financial literacy programs. At LeTort we equip your team with the knowledge they need to make informed financial decisions. From retirement planning workshops to personalized online engagement tools, we’re committed to fostering financial well-being at no additional cost.

The LeTort Difference

Our objective is to seamlessly integrate into your team, serving as an extension of your HR department. We provide comprehensive plan management, ensuring nothing slips through the cracks by consolidating services under our expertise. With us, you won’t need to juggle multiple providers; we’re your all-in-one solution.

401K Retirement Plan Services Include:

Customized Retirement Solutions
Recordkeeping
Fiduciary Risk Management
3(38) Investment Management Services
3(16) Administration Services
Corporate Trustee Services
Compliance Testing and Monitoring
In-house Administrative Services-loans, withdrawals, Require Minimum Distribution (RMD) calculations

Transparent Pricing
Investment Consulting
Personalized Support
Website and App access
Employee Education and Financial Literacy
Pre and Post Retirement Counseling

Personalized Service in the Digital Age:

We are always just a phone call away but in todays digital age we offer a full range of digital services for our clients. Gain full access to your account on our website.

Already a LeTort Trust Retirement Participant?

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