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LINCOLN ALLIANCE® PROGRAM

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..

Service

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.

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


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