Introduction
Lincoln Financial Group
www.lfg.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #22 | $67,369 | |||
401(k) | $20,874 | |||
403(b) | $36,139 | |||
457 | $4,451 | |||
NQDC | $0 | |||
All Other | $5,905 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #20 | 1,442,995 | |||
<$10MM | 477,671 | |||
$10MM – $50MM | 284,635 | |||
>$50MM – $200MM | 365,063 | |||
>$200MM – $1BMM | 277,777 | |||
>$1B | 37,849 |
Service Offerings | |
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New client restrictions | No leveraged ESOP plans |
Multiple service models | Yes |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 2 |
Will act as §3(16) fiduciary | No |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | Morningstar/Ibbotson; Stadion |
Retirement Income | |
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Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | Yes |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform Proprietary system; DST Systems TRAC |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |