Retirement plan services

Products and services

With Lincoln, you receive a high level of personal service. We work with you and your advisor or consultant to understand your needs and support your plan with expertise, flexibility and dedication.

The Lincoln difference

Our highly personalized service helps ensure better participant outcomes and makes it easier for you to provide a valuable retirement plan benefit. We offer tailored products and services that include personal and reliable plan sponsor support, engaging participant experience that motivates your employees to take action, and a flexible investment program with a range of solutions to meet your plan’s unique needs.

Industries we serve

From small businesses to large organizations, we provide retirement plan services across many industries. Our high-touch service model is especially suited to support plan sponsors in the healthcare, corporate and government markets. Whether your focus is to increase participation and deferral rates, streamline plan administration, incorporate innovative solutions to boost retirement readiness, or manage a transition from a defined benefit plan to a defined contribution plan, we’re here for you.

Expertise tailored to your needs

Our clients include 401(k), 403(b), 401(a) and 457(b) plan providers, and our expertise spans government, profit sharing, money purchase, and non-qualified benefit plans. Mutual fund-based and registered/nonregistered group variable annuity programs also are available.

Innovative technology

Digital content can be highly personalized and actionable. That’s why we provide cutting-edge tools and resources that can drive positive outcomes—both for your plan and your participants. An enhanced participant web experience and plan health reporting that puts key analytics at your fingertips 24/7 are the foundation of your digital experience. See how our technology helps achieve goals.