Portfolio administration services

Tailor target-date portfolios for plan participants

Lincoln Financial Group is highly experienced in complex plan administration and has remained at the forefront of the industry for more than a decade. Our unitized target-date portfolio services offer a level of customization typically available for only the largest defined-contribution plans.

YourPath^SM target-date + risk portfolios

Target-date + risk portfolios primarily consisting of funds from leading investment managers with access to 3(38) fiduciary support from Morningstar Investment Management.

Learn more.

YourPath^SM custom target date + risk portfolios

Custom portfolios using funds from a plan's lineup with access to 3(38) fiduciary support from Morningstar Investment Management.

Learn more.

Contact us

For more information about utilizing Lincoln portfolio administration services, contact your retirement plan representative.

Through a single investment option, YourPath^SM portfolios allow retirement plan participants to invest in a mix of mutual funds and other investments that correspond to a specific risk profile and investment time horizon that includes the year (target date) in which the participant expects to retire. The mix or asset allocation of funds or other investments making up the portfolio (and owned by the participant) will change over time, becoming less growth-oriented and more conservative.

Mutual funds in the Lincoln Alliance^® program are sold by prospectus. An investor should carefully consider the investment objectives, risks, and charges and expenses of the investment company before investing. The prospectus and, if available, the summary prospectus contain this and other important information and should be read carefully before investing or sending money. Investment values will fluctuate with changes in market conditions, so that upon withdrawal, your investment may be worth more or less than the amount originally invested. Prospectuses for any of the mutual funds in the Lincoln Alliance^® program are available at 800‑234‑3500.

Morningstar Investment Management LLC is a registered investment advisor and subsidiary of Morningstar, Inc. Neither Morningstar Investment Management nor Morningstar is affiliated with the Lincoln Financial Group.

The Lincoln Alliance^®program includes certain services provided by Lincoln Financial Advisors Corp. (LFA), a broker-dealer (member FINRA) and an affiliate of Lincoln Financial Group, 1300 S. Clinton St., Fort Wayne, IN 46802. Unaffiliated broker-dealers also may provide services to customers.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

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.

Tailor target-date portfolios for plan participants

YourPathSM target-date + risk portfolios

YourPathSM custom target date + risk portfolios

Contact us

You are now leaving theLincoln Financial Group® website.

YourPath^SM target-date + risk portfolios

YourPath^SM custom target date + risk portfolios

You are now leaving the
Lincoln Financial Group^® website.