You receive a high level of service and personal support. Experienced professionals assist with plan administration and compliance, while innovative technology and industry insights support your decision-making.
You can benefit from a fully integrated recordkeeping platform that allows us to execute transactions quickly and deliver accurate and reliable information. We support your current recordkeeping and transactional requirements and nimbly realign our capabilities to meet your changing needs in the future.
Our administrative website makes it easy to manage your plan with an array of standard and ad hoc reports. The site offers round-the-clock access to complete plan and participant information, all on demand.
Technology is at your service. We provide cutting-edge tools to help drive your decision-making. You can access plan health information at a glance, 24/7, from desktop, tablet, or smartphone. This technology can help you achieve plan goals and keep participants on track.
Key metrics reveal participant retirement readiness and provide perspective on the overall participant landscape, including benchmarking. You can quickly identify participants in need of support, opportunities for plan improvement and trends over time.
Outcome-focused participant engagement
Our approach is designed to support employees at every stage, from enrollment up to, and through, retirement.
A dedicated team of professionals
Your retirement plan needs a committed, experienced plan provider with flexible solutions. Lincoln is here to provide you with exceptional personal service backed by decades of experience. We bring to every relationship the commitment and know-how that you should expect in a plan provider.
Our dedicated and highly-trained client service teams respond to the unique needs of each plan, while providing sophisticated administrative services and comprehensive support. Backing this team includes skilled professionals specializing in communication, education, ERISA, compliance and plan documentation. We provide the resources to help you reach your goals.
Making the transition
We make plan transitions as smooth as possible. Whether you’re making changes or adding plans, we’ll be with you every step of the way to help review documents, ensure compliance, coordinate employee communications and conduct administrative training.
Insights power positive outcomes
Our insights can help you power positive outcomes for your plan and your participants. Visit our insights hub for articles on investments, participant engagement, small businesses, plan design and compliance.
Compliance and fiduciary support
We provide a full range of fiduciary and compliance services that can include plan reporting, preparation of notices, assistance with preparation of forms, testing, monitoring of limits and deferrals, and more. When it comes to your fiduciary responsibilities, Lincoln can help support your role by offering access to a diversified lineup of investment options in addition to helpful tools and resources, such as annual plan review documents.
Working with intermediaries
We work closely with your consultant or advisor and TPA to ensure a coordinated view of your plan needs. We have the flexibility to integrate our service with the TPA of your choice, so you can count on a consistent, high-quality experience. Lincoln also supports consultants and advisors with information and resources to provide an experience that creates a high level of satisfaction through personal support and reduced administrative burden.