Retirement plans offer a significant opportunity for you to grow your business. The Lincoln Director program delivers a robust retirement plan solution for the small market that can help both you and your clients achieve your goals.
What does Lincoln Director offer?
- A full investment array with a flexible menu of Qualified Default Investment Alternative (QDIA) options provides you and your clients strategic and effective investment choices through all market conditions.
- Dynamic, competitive pricing allows your clients to focus on improved participant outcomes, and it rewards you and your clients with lower costs as plans grow.
- An enhanced website for participants, plan sponsors, and advisors encourages engagement and simplifies plan management.
Give your plan sponsors flexibility, protection, and support
We appreciate that small business owners need flexible retirement plan solutions―and with the changing regulatory environment, fiduciary support is more important than ever.
FLEXIBILITY TO BUILD A CUSTOM INVESTMENT PROGRAM
Our retirement plan solutions adapt to evolving needs and goals. Use Lincoln Director with startup or established plans. With our flexible plan design and preset or customized investment lineups―including target-date and managed account QDIA options, as well as a Guaranteed Stable Value Account―you can create the best fit for your clients’ organizations and employee populations.
PROTECTION THAT HELPS REDUCE RISK
We’re here to help you minimize risk, increase efficiencies, and promote transparency. Lincoln Director offers access to 3(21) and 3(38) fiduciary services provided by Morningstar Investment Management LLC. The Annual Plan Review helps plan sponsors stay on track to meet their goals, while participants can opt for professionally managed accounts that seek to protect their assets despite market volatility.
SUPPORT FROM A SERVICE-DRIVEN MODEL FOCUSED ON YOUR CLIENTS’ NEEDS
Lincoln provides the kind of personalized service your small business clients need―so your clients can focus on their business while we handle the rest. You and your clients have access to a secure, customized plan management website that presents essential information at a glance. When you or your clients have questions or need assistance, the Lincoln Account Management team delivers responsive support.
Partner with Lincoln to help boost your business
We’re committed to being your retirement plan partner. As the industry changes, we’re providing products to meet your needs. The enhanced Lincoln Director program offers a great opportunity for you to grow your business.
Register or log in to LFD.com to learn more, or call our sales desk at 877-533-9710.