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Not sure if you’re on track with your retirement savings? Contact your Lincoln Financial representative today to set up a one-on-one meeting.

Personal, one-on-one education and assistance

Lincoln Financial is highly experienced and knowledgeable about about your Irell & Manella retirement plan and can help you:

  • Determine how much you may need for retirement
  • Calculate the effect that saving more will have on your paycheck
  • Understand and assess your comfort level with risk
  • Access to risk based investment model portfolios
  • Perform retirement income calculations
  • Plan for future retirement distributions

Contact your Lincoln Financial retirement consultant

Schedule a one-on-one meeting at  LincolnFinancial.com/IrellSchedule.

Contact Morgan Stanley Graystone Consulting

For information about the investment options available to you within the Plans and/or one-on-one personalized investment education, please contact Morgan Stanley at (855) 326-7362.

Graystone Consulting is not an affiliate of Lincoln Financial Group.

The mutual fund-based programs include services provided by Lincoln Retirement Services Company, LLC and Lincoln Financial Group Trust Company, Inc. with wholesale marketing and distribution services provided by Lincoln Financial Distributors, Inc. (LFD), a wholesale broker-dealer (member FINRA). All entities listed are affiliates of Lincoln Financial Group, the marketing name for Lincoln National Corporation. Unaffiliated broker-dealers also may provide services to customers. Account values are subject to fluctuation, including loss of principal.

Lincoln retirement consultants are registered representatives of LFD. Retirement consultants do not provide tax or legal advice. Retirement consultants do not provide investment advice or recommendations.

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”). 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.