Text Size: Aa | Aa | Aa
edit

Favorites

find_advisor.gif

RETIREMENT PLANS

Lincoln's standing and integrity in the financial services industry are unquestioned. You can feel confident knowing you are partnering with a reputable company — a strong leader in the financial services industry with more than a century's experience of helping customers with their financial needs. We were named for one of the most revered presidents in our nation's history, known for his honesty, integrity, and strength. We've had an unwavering focus on these values since the early 1900's, and we're strong enough, based on our claims paying ability, to deliver on our promises to our clients well into the future.

We are dedicated to servicing the small, medium and large accounts. Depending on the size of your account and the product you choose, we offer special features like:

  • Dedicated Account Managers
  • Excellent customer service and administrative support
  • Enrollment meeting support
  • Comprehensive program reporting
  • Annual program reviews
  • "Dot-the-I" compliance oversight, including document preparation and management, testing, eligibility tracking and Section 404(c) assistance
  • Strategic fiduciary solutions
  • Ongoing investment and retirement planning education for plan participants
  • Customized tools to help plan participants build investment skills and knowledge
  • Multi-channel customer service offering help on site, online, and by phone
  • One-on-one planning guidance from Lincoln Financial professionals available at the workplace
Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.



LCN-2008274