With more than 60 years of retirement industry experience, Lincoln can help you expand your business with customized solutions that deliver overall value for your clients’ retirement plan benefits.

The Lincoln difference

When you work with Lincoln, you can be confident you’ll receive a high level of personal service. We partner with you to understand the needs of your clients and to support their plans with expertise, flexibility and dedication. Our products and services include reliable plan sponsor support, an engaging participant experience, and a flexible investment program all tailored to meet your client’s unique needs.

Options for all types and sizes

Lincoln serves a wide range of organizations, from small businesses with just a handful of employees to large organizations with diverse workforces. We help your clients offer competitive retirement benefits while engaging and motivating participants to improve their retirement readiness.

Our clients include 401(k), 403(b), 401(a) and 457(b) plan providers, and our expertise spans government, profit sharing, money purchase, and non-qualified benefit plans. Mutual fund-based and registered/nonregistered group variable annuity programs also are available. 

Streamlined plan administration

We can help you implement and manage complex plans while supporting your role. You and your client need a committed, experienced plan provider with flexible solutions for a diverse workforce. Our decades of experience, commitment and services cover virtually all aspects of plan administration and recordkeeping.

Participant engagement

The key to engagement is education. The Lincoln InStep® Participant Retirement Program delivers simple, clear communications tailored to employee needs and life stages. Our omnichannel approach combines on-site personal service, communication and education with comprehensive online tools and resources to help achieve higher participant satisfaction and better retirement outcomes. Learn more about the participant experience.

Innovative technology

Digital content can be highly personalized and actionable. That’s why we provide cutting-edge tools and resources that can drive positive outcomes—both for your client’s plan and their participants. An enhanced participant web experience and plan health reporting that puts key analytics at your and your client’s fingertips 24/7 are the foundation of the Lincoln digital experience. See how our technology helps achieve goals.

Solutions for large organizations
Plan sponsor experience

You and your client benefit from personal support with plan administration and compliance, innovative technology, and industry insights to drive decision-making.

Explore the experience.

Solutions for small organizations
Industries we serve

Our high-touch, high-tech service model is especially suited to support plan sponsors in the healthcare, corporate and government markets.

See how we can help your clients.

Investments bottom call out

We take an inclusive and flexible approach to investment lineups so you’ll find investment options that meet your client’s unique needs.

Learn about our tailored solutions.