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Support for consultants and financial professionals

At Lincoln, we’re committed to helping each participant achieve their retirement goals. We support their journey by leveraging tools and solutions that drive positive outcomes for you, your clients, and their participants.

Driving positive outcomes

Jamie Ohl, president of Retirement Plan Services at Lincoln Financial Group, discusses how our high-touch model and the power of technology can help drive positive outcomes. Read more.

Enhancing client service

We know the key drivers of satisfaction are reliability, trust, partnerships, and innovation, all of which make it easier for you and your clients to do business with us. See how we’re enhancing the service and outcomes of our common clients. Support for your business.

“What makes working with Lincoln different?”

Check out one consultant’s experience

Committed to you

Our service supports positive outcomes for plan sponsors and participants. Explore our interactive experience.

The power of personal

Lincoln believes that building strong, personal relationships with consultants and plan sponsors helps drive engagement and better outcomes. See how our team works with you.

Meet our team

Success stories

See how Lincoln creates measurable, positive impacts for our clients.

Case studies


Lincoln worked with the plan’s consultant to increase participation and deferrals through plan design changes and personal participant support.
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Experience with M&As allowed Lincoln to lower costs, improve administrative efficiency, and drive participant outcomes.
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Lincoln provided an investment only solution for a new client with a competitive GMIR and crediting rate.
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Elevating it to the next level

See how Lincoln used a personal touch and revamped plan design to help a client increase participation and deferral rates.
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Benefiting from long-term teamwork

A strong relationship allowed Lincoln to help a client improve participants’ retirement readiness.
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Earning trust

A Lincoln retirement consultant went to great lengths to assist employees and increase engagement in a government law enforcement plan.
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Streamlining processes

Lincoln decreases the administrative burden of an airport management organization’s retirement plan by automating several manual processes.
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