Have better client conversations

Identify new opportunities to deepen your relationships

The more you understand what matters to your clients and what they’re looking for, the more effective you’ll be at meeting their needs and expanding your relationships.

Whether your client wants to encourage employees to save more, ease the administrative burden with solutions that take tasks off their plate or experience a smooth transition to a new plan, we have the resources and experience to guide you.
 

Introduce retirement plan services

Not all business owners recognize how retirement plans can provide tax advantages while helping them recruit and keep talented employees.

Start a conversation

Look under the hood

When you work with clients to explore how their current retirement plans operate, you not only help position those clients for success, you also demonstrate your value.

Start a conversation

Open doors with a better strategy

Small-business owners with existing plans may reduce costs, liabilities and administrative tasks by transitioning to a group 401(k) solution - and your clients can give them the opportunity to join.

Explore the opportunity

 
Win and retain business across industries

Our high-touch service model delivers support that spans plan sizes, from small businesses to large organizations, and serves a range of industries and markets, from healthcare, corporate, and government to group 401(k) plans.

Click each industry below to see what we’re doing and how you may expand your relationships.
 

Healthcare

Retirement readiness is the top concern among healthcare employers.1 Lincoln supports more than 5,300 healthcare retirement plans, from local radiology practices to large hospital systems.

Union

401(a) plan clients, with their required participant contribution, value our easy-to-use technology, personalized service, and innovative investment lineups.

Government

Servicing more than 1,200 457(b) plans, we help plan sponsors face cost concerns and the challenges of transitioning from defined benefit to defined contribution plans.

Corporate

Corporate clients want streamlined 401(k) plan administration and new products and services to help employees achieve retirement readiness.

Education

Clients in education may be eligible for 457(b), 401(k), or 403(b) plans. Lincoln has a breadth of experience designing solutions across the educational spectrum, from multi-campus universities to independent primary schools.