Retirement plan services

Retirement plan services

When you work with Lincoln, you can be confident you’ll receive the highest 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. 

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.

The Lincoln difference

Lincoln Financial’s highly personalized service helps ensure better participant outcomes and makes it easier for you to provide a valuable retirement plan benefit. We offer tailored plan service and support; engaging participant education that motivates your employees to take action; and a flexible investment program with a range of solutions to meet your plan’s unique needs.

Financial strength in numbers

We serve approximately 1.4 million participants through 22,000 plan sponsors with $55 billion in assets under management.1


We rank among the top of retirement plan providers, according to plan assets.1
#3 Healthcare segment (assets)
#5 403(b) Employer-Sponsored Retirement Plan market (assets)
#10 Small-case 401(k) market (assets)


1The rankings are provided by outside sources and is inclusive of all products issued by Lincoln National Corporation operating subsidiaries.  As of August 22, 2016, these rankings are the most recently published. Source: LIMRA-YTD ranking as of 2Q2016.