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Investments

We take an inclusive and flexible approach to investment lineups. Whether your client’s organization is large or small, you’ll find investment options that meet their workforce’s unique needs.

Offer flexibility and choice

Flexibility and choice are the hallmarks of Lincoln retirement plan lineups. Whatever the size of your client’s organization, you'll find a straightforward selection process and the freedom to construct a lineup that best meets their objectives and helps their employees achieve retirement readiness.

Based on the needs of your plan, Lincoln offers stable value solutions for full-service and investment only clients, a custom portfolio administration service, and in-plan guaranteed retirement income solutions.

   

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Stable value

For more than 30 years, we've been a trusted provider of stable value solutions.

See Lincoln Stable Value solutions.

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Lincoln portfolio administration services

This service provides you with maximum flexibility in offering target-date investments to participants.

Learn more about this service and our portfolio offerings.

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Guaranteed retirement income

The Lincoln Secured Retirement IncomeSM investment option can help protect plan savings and create guaranteed retirement income.

Learn more.

    

Supporting small businesses

Building investment lineups suitable to their workforce can be one of the biggest responsibilities your client faces. We provide a range of resources and tools to help them make informed decisions.

Lincoln offers an investment platform that includes an investment universe made up of more than 250 revenue-neutral investment options in more than 50 different asset categories, that represent approximately 40 different fund families.

Our investment program includes access to investment lineups designed by Morningstar Investment Management, LLC. If your client is looking for more investment flexibility, they may select a fully customized lineup from our available investment options. Managed accounts services by Stadion Money Management, LLC also are available.

Get easy-to-access online investment information, including Morningstar® fund and performance reports any time at LincolnFinancial/RetirementPlans.

Supporting large organization needs

Lincoln understands that your client’s plan participants have diverse needs — and our flexible investment offering gives you the essential tools to support every type of investor.

     

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Tailor your investment program

We offer three investment paths so participants can choose the approach that suits them best. Tailor your client’s investment program to meet the needs of their employees.

Learn more about your investment options. (PDF)

   

With a universe of nearly 10,000 mutual funds from more than 600 fund families, our open-architecture platform enables you and your client to choose nearly any fund open to retirement plans, including many target-date series. Participants  can design customized, all-in-one portfolio options using the funds in their lineup.

Some participants may want the complete independence that comes with a self-directed brokerage account by TD Ameritrade. Additionally, your client may choose to offer a managed portfolio solution or an online investment advice service, both available through industry leader Morningstar®.