Plans for Small Businesses

Offering for
small businesses 

Your small business clients may need the support of a responsive plan provider to ease their administrative and fiduciary burdens. That’s where our small business retirement plans and flexible investment options can help.

Lincoln provides a high level of service for your clients. We’re committed to offering investment solutions that make sense for small businesses. Let us use our expertise to do the heavy lifting behind the scenes, while you strengthen your client relationships.

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The Lincoln Director SM program

Offer your small market clients a total retirement plan solution with flexibility, protection, and support.
Learn more.

A service-driven model to help meet your goals

We bring to every relationship the commitment and know-how that you should expect in a plan provider. Our knowledgeable Account Management team is equipped to respond to your clients’ needs, working closely with you and your clients to ensure a coordinated view. We can provide resources to help you reach your goals.

Flexible investment programs to give you options

Our small business investment program includes access to investment lineups designed by Morningstar Investment Management LLC. If you're looking for more investment flexibility, you may select a fully customized lineup from our available investment options. For participants wanting an all-in-one option, we offer target-date funds and managed account services.

We make available quarterly Morningstar Performance Report & Watch Lists and provide day-to-day access to investment information that's easily accessible online or by phone. View investment performance.

Tools and resources to boost retirement readiness

Participants require more than general information about saving and investing. They may need help along the way. That’s why we provide the tools and resources you and your clients need to engage and educate participants—helping them increase their financial wellness and prepare for retirement.

The Lincoln InStep® Participant Retirement Program is a comprehensive approach to helping participants learn about plan features and take charge of their financial futures. The program engages employees step-by-step from the time they're first eligible to enroll up to and through retirement.