Your small business clients 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.
The enhanced Lincoln Director SM program
Offer your small market clients a total retirement plan solution with flexibility, protection, and support.
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. With the knowledge shared among your plan partners, we make proactive recommendations to advance your goals.
Flexible investment programs to give you plenty of options
Our small business investment program includes access to carefully constructed 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 easy, all-in-one option, we offer target-date funds and managed account services.
We provide ongoing monitoring and support through quarterly Watch Lists and 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 need someone to help them 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.