YourPath® and legacy LifeSpan℠

Featured resources

Access up-to-date materials to help with your business.

Innovative portfolios help mitigate risk

Taking personalization to the next level

YourPath^®

YourPath^® portfolios provide a flexible target-date + risk solution with access to 3(38) fiduciary support.

Target-date + risk portfolios overview and comparisons

Use this content to see which option may be right for your client.

For Plan Sponsors

YourPath^® target-date + risk portfolios overview

For Industry Professionals

YourPath^® portfolios at a glance

How does YourPath^® stack up against retail target-date funds?

Lincoln YourPath^® Q&A

YourPath^® participant brochures

For Participants

YourPath® target-date + risk portfolios participant brochure (Alliance)

YourPath^® target-date + risk portfolios participant brochure (Lincoln Alliance^®)

YourPath® target-date</span> + risk portfolios participant brochure (Lincoln Director)

YourPath^® target-date + risk portfolios participant brochure (Lincoln Director^SM)

Investment manager portfolios (prepackaged)

These materials show the features and benefits of YourPath^® portfolios from leading investment managers with Morningstar^® 3(38) registered investment advisers (RIAs).

For Plan Sponsors

YourPath^® American Century Investments^® and State Street Global Advisors portfolios overview

YourPath^® portfolios | Built with iShares^® overview

YourPath^® American Funds^® portfolios overview

Custom target-date + risk portfolio service PowerPoint

Custom target-date + risk portfolio services PowerPoint

YourPath^® American Century Investments^® and State Street Global Advisors portfolios PowerPoint

YourPath^® American Funds^® portfolios PowerPoint

YourPath^® portfolios | Built with iShares^® PowerPoint

For Participants

YourPath^® portfolios: Features and performance; American Century Investments^® and State Street Global Advisors

YourPath^® portfolios: Features and performance; American Funds^®

YourPath^® portfolios: Features and performance; Built with iShares^®

For Industry Professionals

American Century Investments® and State Street Global Advisors glide path allocations and expense ratios

American Century Investments^® and State Street Global Advisors glide path allocations, expense ratios, and performance

American Funds® glide path allocations and expense ratios

American Funds^® glide path allocations, expense ratios, and performance

YourPath® portfolios | Built with iShares® glide path allocations and expense ratios

YourPath^® portfolios | Built with iShares^® glide path allocations, expense ratios, and performance

Custom portfolios with Morningstar^® (RIA)

This overview shows the features and benefits of YourPath^® custom portfolios with 3(38) fiduciary support by Morningstar Investment Management LLC.

For Plan Sponsors

Custom target-date + risk portfolio service overview

Custom portfolios with an independent RIA

This overview shows the features and benefits of YourPath^® custom portfolios with 3(38) fiduciary support from an independent (RIA).
YourPath^® is available for custom RIAs in the mid-large market.

For Plan Sponsors

Custom target-date + risk RIA overview

Collective investment trust (CIT) portfolios

These materials show the features and benefits of YourPath^® custom target-date (CIT) portfolios, including our Multi-Manager option.

For Plan Sponsors

Custom target-date + risk CIT portfolio service overview

YourPath^® American Century Investments^® and State Street Global Advisors CIT portfolios overview

YourPath^® American Funds^® CIT portfolios overview

YourPath^® CIT portfolios | Built with iShares^® overview

YourPath^® Multi-Manager CIT portfolios overview

For Industry Professionals

American Century Investments® and State Street Global Advisors CIT glide path allocations and expense ratios

American Century Investments^® and State Street Global Advisors CIT glide path allocations, expense ratios, and performance

American Funds® CIT glide path allocations and expense ratios

American Funds^® CIT glide path allocations, expense ratios, and performance

YourPath® portfolios | Built with iShares® CIT glide path allocations and expense ratios

YourPath^® portfolios | Built with iShares^® CIT glide path allocations, expense ratios, and performance

YourPath^® Multi-Manager CIT portfolios glide path allocations, expense ratios, and performance

Morningstar^®resources

Materials and quarterly reports created and provided by Morningstar^®.

For Plan Sponsors

Morningstar's custom target-date solutions fact sheet

Target-date strategy landscape

Target-date funds condensed methodology

For Industry Professionals

YourPath^® Portfolio Analysis

YourPath® American Century/SSGA Comparison Report

YourPath^® American Century Investments^® and State Street Global Advisors^® Comparison Report

YourPath^® American Funds^® Comparison Report

YourPath^® iShares^® Comparison Report

Legacy LifeSpan^SM

These legacy custom portfolios offer target-date and target-risk options.

Overviews

Share these materials to explain the features and benefits of LifeSpan^SM and the option to include the Lincoln PathBuilder Income^® investment.

For Plan Sponsors

LifeSpan custom portfolio service with access to ERISA 3(38) fiduciary support by Morningstar Investment Management LLC brochure

LifeSpan^SM custom portfolio service with access to ERISA 3(38) fiduciary support by Morningstar Investment Management LLC brochure

LifeSpan custom portfolio service with access to ERISA 3(38) fiduciary support by Morningstar Investment Management LLC flier

LifeSpan^SM custom portfolio service with access to ERISA 3(38) fiduciary support by Morningstar Investment Management LLC flier

LifeSpan Custom Portfolio Service: Participant Reporting

LifeSpan^SM custom portfolio service participant reporting

Lincoln PathBuilder Income^® investment solutions for defined contribution plans

For Participants

The all-in-one portfolio choice: Target-date and retirement allocation portfolios

The all-in-one portfolio choice: Target-risk portfolios

The all-in-one portfolio choice: Combination target-date + risk and retirement allocation portfolios

Lincoln PathBuilder Income^® option

For Financial Professionals

Comparing LifeSpan portfolios to YourPath® target-date + risk portfolios

Comparing LifeSpan^SM portfolios to YourPath^® target-date + risk portfolios

Lincoln PathBuilder Income^® investment option — A Q&A for financial professionals

Presentations

Share this in-depth seminar with plan sponsors.

For Plan Sponsors

LifeSpan custom portfolio service with access to ERISA 3(38) fiduciary support by Morningstar Investment Management LLC presentation

LifeSpan^SM custom portfolio service with ERISA 3(38) fiduciary support by Morningstar Investment Management LLC presentation

LincolnFinancial.com/
EmployerRetirementPlans

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

Affiliates are separately responsible for their own financial and contractual obligations.

LCN-5441613-013123
DBR 2/23 Z15
Order code: LAP-YP-IDE001

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.

For financial professional use only. Not for use with the public.

Privacy | Legal

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.

For financial professional use only. Not for use with the public.

LincolnFinancial.com/EmployerRetirementPlans

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

Affiliates are separately responsible for their own financial and contractual obligations.

LCN-5441613-013123
DBR 2/23 Z15
Order code: LAP-YP-IDE001