Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult your own independent professional as to any tax, accounting, or legal statements made herein.
Choosing and periodically reviewing a plan’s investment lineup is a fiduciary act. Lincoln is not proposing any particular lineup and is not acting as a fiduciary.
Selection of a third party fiduciary is subject to fiduciary requirements under Section 404(a) of the Employee Retirement Income Security Act of 1974, as amended (ERISA).
This web page is meant to provide a plan sponsor with information regarding fiduciary services offered by Morningstar Investment Management LLC, but it is not intended to be and should not be construed as a recommendation by Lincoln. Plan sponsors should carefully evaluate any third party fiduciary prior to hiring the fiduciary. If the plan sponsor determines to appoint Morningstar Investment Management LLC as a 3(21) or 3(38) fiduciary, the plan sponsor is required to monitor Morningstar Investment Management LLC to assure that it is handling the plan’s investments prudently and in accordance with the appointment.
Morningstar Investment Management LLC’s investment lineups are subject to change. The investment options within a lineup do involve risk and will not always be profitable. Morningstar Investment Management does not guarantee that negative returns can or will be avoided in the lineups. An investment made in an investment option may differ substantially from its historical performance and, as a result, your plan participant may incur a loss. Past performance is no guarantee of future results.
Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Neither Morningstar Investment Management nor Morningstar Inc. is affiliated with the Lincoln Financial Group. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management LLC, 22 W. Washington Street, Chicago, IL 60602.
This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.