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Lincoln portfolio administration services

Lincoln portfolio administration services provide maximum flexibility in offering target-date investments to participants.

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.

   

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YourPathSM 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.

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YourPathSM 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.

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Contact us

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