Retirement plan services

Retirement plan services

With more than 60 years of retirement industry experience, Lincoln can help you expand your business with customized solutions that deliver overall value for your clients’ retirement plan benefits.

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 within the healthcare segment
#5 serving 403(b) employer-sponsored retirement plans
#8 serving small-market 401 (k) plans


1The ranking is provided by outside sources and is inclusive of all products issued by Lincoln National Corporation operating subsidiaries.  As of April 29, 2015, this ranking is the most recently published. Source: LIMRA-YTD rankings for publicly traded companies as of 1Q2015. LTD, STD and Total Voluntary are based on LIMRA 2014 year-end premium sales results.