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Lincoln plan sponsor experience

See essential data in a simplified, customizable view to gauge plan performance and drive strategies for better plan-specific outcomes.

Dalbar award seal

Winner of the
2023 DALBAR Web Communications Seal

Key features

 

Key performance indicators

Essential plan data is front and center to help you focus on areas that need improvement.

 

Real-time analytics

Dive deeper into data and analysis to effectively measure progress, drive strategy, and improve results.

 

Benchmarking

See how you compare to your peers to help inform decision-making.

plan health dashboard image

The data you need, at your fingertips

You can tailor the Plan Health Dashboard to see real-time analytics of the key performance indicators (KPIs) that matter most to you. KPIs may include:

  • Retirement readiness
  • Participation rate
  • Average personal return
  • Average pretax deferral rate
  • Average account balance
  • Outstanding loans
  • Average yearly contributions
 

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

Polygon

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001

Lincoln plan sponsor experience

See essential data in a simplified, customizable view to gauge plan performance and drive strategies for better plan-specific outcomes.

Dalbar Awards seal

Winner of the
2023 DALBAR Web Communications Seal

Key features

 

Key performance indicators

Essential plan data is front and center to help you focus on areas that need improvement.

 

Real-time analytics

Dive deeper into data and analysis to effectively measure progress, drive strategy, and improve results.

 

Benchmarking

See how you compare to your peers to help inform decision-making.

plan health dashboard image

The data you need, at your fingertips

You can tailor the Plan Health Dashboard to see real-time analytics of the key performance indicators (KPIs) that matter most to you. KPIs may include:

  • Retirement readiness
  • Participation rate
  • Average personal return
  • Average pretax deferral rate
  • Average account balance
  • Outstanding loans
  • Average yearly contributions
 
Polygon

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

Lincoln plan sponsor experience

See essential data in a simplified, customizable view to gauge plan performance and drive strategies for better plan-specific outcomes.

Dalbar Awards seal

Winner of the 2023 DALBAR Web Communications Seal

Key features

 

Key performance indicators

Essential plan data is front and center to help you focus on areas that need improvement.

 

Real-time analytics

Dive deeper into data and analysis to effectively measure progress, drive strategy, and improve results.

 

Benchmarking

See how you compare to your peers to help inform decision-making.

plan health dashboard image

The data you need, at your fingertips

You can tailor the Plan Health Dashboard to see
real-time analytics of the key performance indicators (KPIs) that matter most to you. KPIs may include:

  • Retirement readiness
  • Participation rate
  • Average personal return
  • Average pretax deferral rate
  • Average account balance
  • Outstanding loans
  • Average yearly contributions
 

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

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.

©2024 Lincoln National Corporation

Privacy | Legal

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001

Lincoln plan sponsor experience

See essential data in a simplified, customizable view to gauge plan performance and drive strategies for better plan-specific outcomes.

Dalbar award seal

Winner of the
2023 DALBAR Web Communications Seal

Key features

 

Key performance indicators

Essential plan data is front and center to help you focus on areas that need improvement.

 

Real-time analytics

Dive deeper into data and analysis to effectively measure progress, drive strategy, and improve results.

 

Benchmarking

See how you compare to your peers to help inform decision-making.

plan health dashboard image

The data you need, at your fingertips

You can tailor the Plan Health Dashboard to see real-time analytics of the key performance indicators (KPIs) that matter most to you. KPIs may include:

  • Retirement readiness
  • Participation rate
  • Average personal return
  • Average pretax deferral rate
  • Average account balance
  • Outstanding loans
  • Average yearly contributions
 

Ready to get started? Let’s work together.

Financial professionals, call us at 877-533-9710. Plan sponsors and business owners, talk to your financial professional to learn more.

Polygon

LCN-7223502-102424

11/24 Z09

Order code: DIR-VALUE-IDE001