Offering for large organizations

Plan sponsor
experience

You and your clients receive a high level of service and personal support. Experienced professionals assist with plan administration and compliance, while innovative technology and industry insights support decision-making.

Comprehensive recordkeeping

Your clients can benefit from a fully integrated recordkeeping platform that allows us to execute transactions quickly and deliver accurate and reliable information. We support your clients’ current recordkeeping and transactional requirements and nimbly realign our capabilities to meet their changing needs in the future.

Our administrative website makes it easy to stay on top of your clients’ plan providing an array of standard and ad hoc reports. The site offers round-the-clock access to complete plan and participant information , all on demand.

Innovative technology

Technology is at your service. We provide cutting-edge tools to help drive your clients’ decision-making. You can access plan health information at a glance, 24/7, from desktop, tablet, or smartphone so your clients can achieve plan goals and keep participants on track.

Key metrics reveal participant retirement readiness and provide perspective on the overall participant landscape, along with benchmarking. You and your clients can quickly identify participants in need of support, opportunities for plan improvement, and trends over time.

  

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Outcome-focused participant engagement

Our approach is designed to support employees at every stage, from enrollment up to, and through, retirement.

See how we can help boost retirement readiness.

  

Dedicated team of professionals

Your clients’ retirement plans need a committed, experienced plan provider with flexible solutions. Lincoln is here to provide exceptional personal service backed by decades of experience. We bring to every relationship the commitment and know-how that you should expect in a plan provider.

Our dedicated and highly trained client service teams respond to each plan’s unique needs and priorities, providing sophisticated administrative services and comprehensive support. Backing this team includes skilled professionals specializing in communication, education, ERISA, compliance and plan documentation. We can provide the resources to help your clients reach their goals.

Making the transition

We make plan transitions as smooth as possible. Whether your client is making changes or adding plans, we will be there every step of the way to help review documents, ensure compliance, coordinate employee communications and conduct administrative training.

   

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Insights power positive outcomes

Our insights can help power positive outcomes for your clients' plans and their participants. Visit our insights hub for articles on investments, practice management, small businesses, plan design and compliance.

Visit our insights hub.

    

Compliance and fiduciary support

We provide a full range of fiduciary and compliance services that can include plan reporting, preparation of notices, assistance with preparation of forms, testing, monitoring of limits and deferrals, and more.  When it comes to your fiduciary responsibilities, Lincoln can help support your role by offering access to a diversified lineup of investment options in addition to helpful tools and resources, such as annual plan review documents.

Working with intermediaries

We work closely with you to ensure a coordinated view of your clients’ plans needs. We have the flexibility to integrate our service with the TPA of your choice, so you can count on a consistent, high-quality experience. Lincoln also supports you with information and resources to provide an experience that creates a high level of satisfaction through personal support and reduced administrative burden.