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Key Features & Benefits for the state of New York

Why Lincoln DirectorSM?

The Lincoln DirectorSM provides all the benefits of a multi-manager fund platform with a full range of service options.

Flexible Plan Design

Whether a company employs two or two thousand, the Lincoln DirectorSM offers a retirement solution that fits a broad range of needs and budgets. Some plans feature little or no servicing fees.

The Multiple Manager Advantage

  • Diverse investment options to meet almost everyone's needs.
  • Experienced fund management helps deliver top performance.
  • Quality investment options from name brand fund families.

Clear Communications

The better employees understand the benefits and features of their retirement plan, the more likely they are to participate in the plan. The Lincoln DirectorSM provides enrollment materials, education about retirement and continuing communications designed to help employees make informed decisions about their accounts.

  • Materials designed for all levels of investment experience.
  • Print, CD, web and video delivery.
  • Simple, easy-to-read, informative statements.
  • Spanish language communications.
  • Enrollment meeting support.

Lincoln DirectorSM communication program and materials can also help the plan comply with ERISA Section 404(c) compliance and help to limit fiduciary obligations.

Easy Online Plan Maintenance

It is easy to effectively manage plans online!

With the Lincoln DirectorSM you can:

  • Send contribution data electronically.
  • View vital plan information, such as performance and account activity.
  • Download information to create reports.

Convenient Account Access

There are two easy ways to access retirement account information:

  • Toll-Free Phone Call. Automated account services are available 24-hours a day, 7-days a week. Or, speak with a live person at 800 510-4015, Monday through Friday, from 8:00 a.m. to
    8:00 p.m. ET.
  • Online Access. Complete, secure, 24-hours a day, 7-days a week.

Using either of these two methods, plan participants can:

  • Access account balances.
  • Transfer funds.
  • Change future allocations
  • Change mailing addresses.
  • Learn more about retirement planning.

To learn more about Lincoln DirectorSM please contact your Lincoln representative.

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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.

The Lincoln Director(SM) is a group variable annuity issued by Lincoln Life & Annuity Company of New York, Syracuse, NY, on policy form #19476NY-A 7/04 and is distributed by broker-dealers with effective selling agreements.
Lincoln Life & Annuity Company of New York is solely responsible for its own financial condition and contractual obligations.