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business meeting

Products and services that drive confidence and success

Integrated financial wellness solutions address issues holding participants back

  • WellnessPATH® personalized online financial wellness tool
  • Student loan debt and college saving solution
  • Health savings accounts
  • Emergency savings accounts

Custom and flexible investment solutions help you do more for your employees

  • Customized stable value solutions
  • In-plan guaranteed income solutions
  • Managed account solutions
  • Integrated executive benefits
  • Integrated defined benefits

Service eases your administrative burden and optimizes your plan

Proactive plan document support and expertise

 

Contact us to hear more about what Lincoln can do for you.

Polygon

Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). Worknote: Include in participant material only [This material is intended for general use with the public.] Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.

Lincoln is not affiliated with third party vendors provided through the WellnessPATH® Marketplace.

Lincoln may receive a marketing distribution fee for third party products purchased through WellnessPATH® Marketplace. Depending on the arrangement, it may be a flat-dollar fee or a percentage of fees received by the third party vendor ranging from $1 - $600 per purchase transaction.

Lincoln and its affiliates do not provide advice about the products and services offered by third party vendors. The information provided through WellnessPATH® Marketplace is general and educational in nature and should not be considered professional advice. Everyone’s circumstances are different and before making a financial wellness decision, an appropriate professional should be consulted.

WellnessPATH® Marketplace will offer links to third party websites that are not part of Lincoln’s websites (“Sites”). Lincoln does not own, control, or endorse the content or products and services available through these third party websites. Lincoln does not assume any responsibility for any losses or damages in connection with the security, privacy practices, or content of any third party websites. These third party websites may have privacy and security policies that differ from our Sites.


For plan sponsor and financial professional use only. Not for use with the public.


Privacy | Legal | © 2025 Lincoln National Corporation


LCN-8357982-090425

9/25 Z02

Order code: DC-TRIBL-IDE001

Products and services that drive confidence and success

business meeting

Integrated financial wellness solutions address issues holding participants back

  • WellnessPATH® personalized online financial wellness tool
  • Student loan debt and college saving solution
  • Health savings accounts
  • Emergency savings accounts

Custom and flexible investment solutions help you do more for your employees

  • Customized stable value solutions
  • In-plan guaranteed income solutions
  • Managed account solutions
  • Integrated executive benefits
  • Integrated defined benefits

Service eases your administrative burden and optimizes your plan

Proactive plan document support and expertise

 

Contact us to hear more about what Lincoln can do for you.

Polygon

Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). Worknote: Include in participant material only [This material is intended for general use with the public.] Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.

Lincoln is not affiliated with third party vendors provided through the WellnessPATH® Marketplace.

Lincoln may receive a marketing distribution fee for third party products purchased through WellnessPATH® Marketplace. Depending on the arrangement, it may be a flat-dollar fee or a percentage of fees received by the third party vendor ranging from $1 - $600 per purchase transaction.

Lincoln and its affiliates do not provide advice about the products and services offered by third party vendors. The information provided through WellnessPATH® Marketplace is general and educational in nature and should not be considered professional advice. Everyone’s circumstances are different and before making a financial wellness decision, an appropriate professional should be consulted.

WellnessPATH® Marketplace will offer links to third party websites that are not part of Lincoln’s websites (“Sites”). Lincoln does not own, control, or endorse the content or products and services available through these third party websites. Lincoln does not assume any responsibility for any losses or damages in connection with the security, privacy practices, or content of any third party websites. These third party websites may have privacy and security policies that differ from our Sites.


For plan sponsor and financial professional use only. Not for use with the public.


Privacy | Legal | © 2025 Lincoln National Corporation


LCN-8357982-090425

9/25 Z02

Order code: DC-TRIBL-IDE001

Integrated financial wellness solutions address issues holding participants back

  • WellnessPATH® personalized online financial wellness tool
  • Student loan debt and college saving solution
  • Health savings accounts
  • Emergency savings accounts

Custom and flexible investment solutions help you do more for your employees

  • Customized stable value solutions
  • In-plan guaranteed income solutions
  • Managed account solutions
  • Integrated executive benefits
  • Integrated defined benefits

Service eases your administrative burden and optimizes your plan

Proactive plan document support and expertise

Products and services that drive confidence and success

 

Contact us to hear more about what Lincoln can do for you.

Polygon

Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). Worknote: Include in participant material only [This material is intended for general use with the public.] Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.

Lincoln is not affiliated with third party vendors provided through the WellnessPATH® Marketplace.

Lincoln may receive a marketing distribution fee for third party products purchased through WellnessPATH® Marketplace. Depending on the arrangement, it may be a flat-dollar fee or a percentage of fees received by the third party vendor ranging from $1 - $600 per purchase transaction.

Lincoln and its affiliates do not provide advice about the products and services offered by third party vendors. The information provided through WellnessPATH® Marketplace is general and educational in nature and should not be considered professional advice. Everyone’s circumstances are different and before making a financial wellness decision, an appropriate professional should be consulted.

WellnessPATH® Marketplace will offer links to third party websites that are not part of Lincoln’s websites (“Sites”). Lincoln does not own, control, or endorse the content or products and services available through these third party websites. Lincoln does not assume any responsibility for any losses or damages in connection with the security, privacy practices, or content of any third party websites. These third party websites may have privacy and security policies that differ from our Sites.


For plan sponsor and financial professional use only. Not for use with the public.


Privacy | Legal | © 2025 Lincoln National Corporation


LCN-8357982-090425

9/25 Z02

Order code: DC-TRIBL-IDE001

Products and services that drive confidence and success

Integrated financial wellness solutions address issues holding participants back

  • WellnessPATH® personalized online financial wellness tool
  • Student loan debt and college saving solution
  • Health savings accounts
  • Emergency savings accounts

Custom and flexible investment solutions help you do more for your employees

  • Customized stable value solutions
  • In-plan guaranteed income solutions
  • Managed account solutions
  • Integrated executive benefits
  • Integrated defined benefits

Service eases your administrative burden and optimizes your plan

Proactive plan document support and expertise

 

Contact us to hear more about what Lincoln can do for you.

Polygon

Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). Worknote: Include in participant material only [This material is intended for general use with the public.] Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.

Lincoln is not affiliated with third party vendors provided through the WellnessPATH® Marketplace.

Lincoln may receive a marketing distribution fee for third party products purchased through WellnessPATH® Marketplace. Depending on the arrangement, it may be a flat-dollar fee or a percentage of fees received by the third party vendor ranging from $1 - $600 per purchase transaction.

Lincoln and its affiliates do not provide advice about the products and services offered by third party vendors. The information provided through WellnessPATH® Marketplace is general and educational in nature and should not be considered professional advice. Everyone’s circumstances are different and before making a financial wellness decision, an appropriate professional should be consulted.

WellnessPATH® Marketplace will offer links to third party websites that are not part of Lincoln’s websites (“Sites”). Lincoln does not own, control, or endorse the content or products and services available through these third party websites. Lincoln does not assume any responsibility for any losses or damages in connection with the security, privacy practices, or content of any third party websites. These third party websites may have privacy and security policies that differ from our Sites.


For plan sponsor and financial professional use only. Not for use with the public.


Privacy | Legal | © 2025 Lincoln National Corporation


LCN-8357982-090425

9/25 Z02

Order code: DC-TRIBL-IDE001