Investment performance

Investments

We take an inclusive and flexible approach to investment lineups. Whether your organization is large or small, you’ll find investment options that meet your workforce’s unique needs.

Offer the plan you want

Flexibility and choice are the hallmarks of Lincoln retirement plan lineups. We give you the freedom to construct a lineup that best meets your objectives and helps your employees achieve retirement readiness.

For additional fiduciary support, you can access investment lineups created by Morningstar Investment Management LLC, an independent registered investment advisor that can serve as a 3(21) or 3(38) fiduciary for a plan’s investment design and management. You may also decide to work with another RIA of your choice.

Meet participant needs

Many participants prefer all-in-one investing options, such as target-date portfolios. But some participants may want to manage their own portfolios. Still others are more comfortable turning their plan portfolios over to professionals to manage.

When you and your advisor or consultant work with Lincoln, you get the flexibility to design a retirement plan that best fits your organization and your participants. That’s because we take the time to thoroughly understand your culture, your plan and your employees. So you and your advisor or consultant can develop a plan lineup that’s consistent with your investment philosophy and participant population.

Making it easy for small businesses

Building investment lineups suitable to your workforce can be one of your biggest responsibilities. We provide a range of resources and tools to help you make an informed decision.

Lincoln offers an investment platform that includes an investment universe made up of more than 250 revenue-neutral investment options in over 50 different asset categories, represented by approximately 40 different fund families.

Our investment program includes access to investment lineups designed by Morningstar Investment Management LLC. If you're looking for more investment flexibility, you may select a fully customized lineup from our available investment options. Managed accounts services by Stadion are also available.

We make available quarterly Morningstar Performance Report & Watch Lists and provide day-to-day access to investment information that's easily accessible online.

Supporting large organizations

Lincoln understands that your plan participants have diverse needs — and our flexible investment offering gives you the tools you need to help meet those needs and offer programs that work for every type of investor.

   

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Tailor your investment program

We offer three investment paths for participants to choose the approach that suits them best. Tailor your investment program to meet the needs of your plan.

Learn more about your investment options. (PDF)

   

With a universe of nearly 10,000 mutual funds from more than 600 fund families, our open-architecture platform enables you and your advisor or consultant to choose nearly any fund open to retirement plans, including many target-date series. This allows you to design customized all-in-one portfolio options using the funds in your lineup.

Some participants may want the complete independence that comes with a self-directed brokerage account by TD Ameritrade.  Or, you may choose to offer a managed portfolio solution or an online investment advice service, both available through industry leader Morningstar®.