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SERVICES FOR SMALL PLANS



Unmatched Commitment

Your responsibilities span a wide range of important matters, of which your retirement plan is only one. You need support from a responsive plan provider to meet the critical goals for your plan and participants.

Lincoln understands the challenges you face. That's why we aim to ease the administrative burdens of the plan with a level of service and commitment that you're unlikely to find elsewhere.

We deliver on that promise through:

  • A service-driven model. Our experienced account management team focuses on your goals and partners closely with your advisor and/or a third-party administrator to ensure seamless support for your plan. Read more
  • Flexible investment programs. With options that vary from turnkey line-ups to open architecture, we can offer solutions that make sense for your work force. Read more
  • A personal participant experience. We can support your advisor with education and communication that targets key decision points for participants from hire through retirement.
    Read more

We stand by our commitment to serving our clients' needs—and it pays off. In annual plan sponsor satisfaction surveys, Lincoln routinely earns "best in class" in knowledge of personnel, trustworthiness of provider and plan sponsor service.

1 Chatham Partners, Lincoln Financial Group 2013 Client Satisfaction Survey. If over 85% of responses were in the top two box scores, a provider is considered to be "Best in Class."


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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.


Lincoln Director(SM) is a group variable annuity issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, on policy form #19476 (and variations thereof) and is distributed by broker-dealers with selling agreements.
The Lincoln National Life Insurance Company is not an admitted insurer and does not solicit business in New York.
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