LeTort Retirement Plan Services

We know that businesses and their executives can face fiduciary liability when they sponsor qualified retirement plans that are poorly designed and managed improperly.  At LeTort Trust Retirement Plan Services we take the time to make sure the plan design provides the best solution for your company’s unique set of financial goals.  Unlike many service providers, we do not require our clients to adapt to our systems or products. Instead we create a program uniquely designed to meet each client’s needs.

Our comprehensive services include:

  • Corporate Trustee
  • Customized consultation and plan design
  • Prototype documentation
  • Plan introduction and employee roll-out
  • Professional investment management with expert fiduciary oversight
  • Comprehensive participant education
  • On-line web access communication tools
  • Direct access to LeTort retirement specialist for employee and plan sponsor questions
  • Complete administration, recordkeeping and compliance support
  • Pre-retirement counseling
  • Tax reporting
  • Plan participant communications

Our unique customer service commitment allows our professionals to act as an extension of your Human Resources Department, taking the burden off of your staff and making it easy to manage a successful retirement plan for your company and employees.