Text Size: Aa | Aa | Aa




You know how important it is to save for retirement. By participating in your retirement plan, you'll be setting aside a portion of each paycheck in the Lincoln Alliance® program from Lincoln Financial. You can choose to set aside your contributions using the traditional tax-deferred 403(b) plan, 457(b) plan and/or an after-tax Roth 403(b) plan.

The Lincoln Alliance® program provides you with exceptional benefits on three levels: education opportunities, investment options and service.

Education Opportunities

Making investment decisions can be difficult. Fortunately, you can call on a Lincoln Financial representative for personal guidance to help you build and protect your retirement savings. Simply make an appointment to meet with your Lincoln representative.

One-on-one guidance for retirement planning assistance is only one aspect of the Lincoln LifeSpan® learning program, which is the education component of the Lincoln Alliance® program. This is a customized learning program, because your learning style is as individual as you are.

About the Lincoln LifeSpan® learning program:

  • Geared to unique learning styles, the learning program is designed to help you build investment knowledge at your own pace, in your own way.
  • In addition to one-on-one guidance, you have access to online resources, worksite seminars, and a library of print materials that allow you to learn in as much depth as you desire.
  • The program addresses your changing needs over the course of a lifetime, every step of the way through your "building years" and into retirement.

Investment Options

Your Lincoln Alliance® program investment options were selected by your employer from thousands of mutual funds offered by hundreds of fund families. In addition, risk-based and LifeSpan® asset allocation models are available to help simplify your decisions and take the guesswork out of investing for retirement..


Comprehensive back-office support provides world-class administrative service for your retirement plan.

A full range of participant services include:

  • Customer service representatives available weekdays from 8 a.m. - 8 p.m. (ET)
  • Account management services to aid transactions and explain plan features
  • Account access 24/7 via website and voice response
  • Regularly scheduled on-site visits from Lincoln Financial representatives

The Lincoln Alliance® program represents the very best of our half-century of experience as a retirement plan provider and emphasizes one-on-one guidance for retirement planning assistance. It's reassuring to know you can call on a Lincoln Financial representative—courtesy of your employer—to help you face the future with confidence.

Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corp. and its affiliates.

Special Message X
Some Lincoln Financial websites may be experiencing performance issues related to quarter-end processing. We are working on this situation. We apologize for any inconvenience.
Do not show this message again.

You will need to close this window after clicking on any messages you no longer wish to see.