Lincoln Financial Group

Plan nameLincoln Financial Group
LocationRadnor, Pennsylvania
Asset size>$2b
# of participants10,000 or more
Business Category Insurance, Reinsurance
Participation Rate99.0%
Avg Deferral Rate8.0%
# of Funds Offered17
Investment ReviewQuarterly
True-up FeatureNo
Match Vesting PeriodImmediate
Default Deferral Rate6%
Default InvestmentTDF (all types)
Systematic WithdrawalsYes
Fee EqualizationYes
Match Rate100% of 6% of salary + bonus
% Receiving Full Match>75%
Max Employer Contribution10%
Financial Education 
   Investing strategiesYes
   Tax/Estate planningYes
   College savingYes
   Credit/Debt mgmtYes
   Retiree health costs/savings optionsYes
Recordkeeper:Lincoln Financial Group
Note: Match rates and employer contributions are simplified for reporting purposes and may have other attributes (e.g., caps/limits, tiers, etc.) not listed here.
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