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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

With the increasing importance of target-date funds, many plan sponsors are looking for open-architecture or multimanager target-date investments for their lineups and Qualified Default Investment Alternatives (QDIAs).

With YourPath® custom target-date portfolios, you can:

  • Use the funds you’ve carefully chosen for your clients' lineup to develop multimanager portfolios
  • Tailor portfolios to employee populations
  • Offer conservative, moderate, and growth levels of risk—in addition to estimated retirement dates

YourPath® portfolios may be offered as a QDIA, and they provide access to 3(38) fiduciary support by Morningstar Investment Management LLC, if you don't provide it yourself. 


 

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Find the right fit

YourPath® portfolios offer target-date solutions that can be tailored to participant needs. Answer a few simple questions to see which option may be right for your clients.

Use the selection tool.

    

  • YourPath® prepackaged portfolios

  • Choose an active, passive, or hybrid approach for these target-date + risk portfolios consisting of funds from leading investment managers with access to 3(38) fiduciary support from Morningstar.
     
  • YourPath® CIT portfolios

  • Choose an active, passive, or hybrid approach for these target-date + risk portfolios consisting of collective investment trusts (CITs) from leading investment managers with access to 3(38) fiduciary support from Morningstar.
     
  • YourPath® custom portfolios with Morningstar

  • Customize these target-date + risk portfolios from a plan’s existing lineup with access to 3(38) fiduciary support from Morningstar.  
     
  • YourPath® custom portfolios with independent RIA

  • Customize these target-date + risk portfolios from a plan’s existing lineup with access to 3(38) fiduciary support from a registered investment advisor (RIA).