Corporate Focus Market

Corporate retirement plans

Corporate retirement plan sponsors look for streamlined 401(k) plan administration, and new products and services that can help employees achieve retirement readiness.

We work with a diverse group of plan sponsors across a variety of plan types, sizes, and industries, but our personal approach to meeting their needs remains the same.

Lincoln in the 401k market

$23 billion

in assets1


of our plan participants


of our plan sponsors

Engaging and motivating 401(k) participants

We can work together to help participants achieve retirement readiness with the Lincoln InStep® Participant Retirement Program, which offers participant communication and education, on-site service, and comprehensive web tools and resources. Together, these features can help drive higher participant satisfaction and better retirement outcomes.

Retirement Counselors (RCs) provide customized, on-site services and solutions to meet your clients’ needs and have proven results in increasing participant retirement readiness. We recognize some workplaces have non-traditional work hours, and our RCs are available on weekends, evenings, and national holidays to meet the demands of a 24-hour work cycle.

Service tailored to your goals

We partner with you to ensure a positive, personal experience. Our dedicated relationship managers and highly trained client service teams provide sophisticated and efficient administrative services, as well as comprehensive fiduciary and compliance support. You can rely on our expertise to:

  • Engage a diverse workforce
  • Provide face-to-face participant education
  • Streamline plan administration and manage plan complexities
  • Partner to create a tailored solution to best fit your clients’ needs
  • Understand plan conversions
  • Manage mergers and acquisitions

Getting started with Lincoln

Learn more about the benefits of working with Lincoln and help participants better prepare for retirement with confidence. Contact us today.

1Lincoln Financial 1Q2019 book of business