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Lincoln portfolio administration services

Lincoln portfolio administration services provide maximum flexibility in offering target-date investments to participants.

Tailor target-date portfolios for plan participants

With the increasing importance of target-date funds, many plan sponsors are looking for open-architecture or multimanager target-date investments for their lineups and Qualified Default Investment Alternatives (QDIAs).

With YourPath® custom target-date portfolios, you can:

  • Use the funds you’ve carefully chosen for your clients' lineup to develop multimanager portfolios
  • Tailor portfolios to employee populations
  • Offer conservative, moderate, and growth levels of risk—in addition to estimated retirement dates

YourPath® portfolios may be offered as a QDIA, and they provide access to 3(38) fiduciary support by Morningstar Investment Management LLC, if you don't provide it yourself.

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YourPath® prepackaged solutions

YourPath® custom solutions

YourPath® CIT portfolios

Choose an active, passive, or hybrid approach for these target-date + risk portfolios consisting of collective investment trusts (CITs) from leading investment managers, with access to 3(38) fiduciary support from Morningstar.

YourPath® custom portfolios with Morningstar

Customize these target-date + risk portfolios from your existing lineup (or funds outside the core lineup), with access to 3(38) fiduciary support from Morningstar.

YourPath® Multi-Manager portfolios 

These portfolios consist of Lincoln Variable Insurance Products Trust (LVIPs) funds, which are sub-advised investments where Lincoln Investment Advisors Corp. (LIAC) serves as the Investment Advisor, providing fiduciary oversight on manager selection. The YourPath® Multi-Manager lineup features a blend of active and passive LVIP funds selected from 19 high-quality fund managers.

YourPath® custom portfolios with independent RIA

Customize these target-date + risk portfolios from your existing lineup (or funds outside the core lineup), with access to 3(38) fiduciary support from a registered investment advisor (RIA).

YourPath® investment manager portfolios 

Choose an active, passive, or hybrid approach for these target-date + risk portfolios consisting of funds from leading investment managers, including American Century, American Funds, State Street, and BlackRock, with access to 3(38) fiduciary support from Morningstar.

 
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Contact us

Not all YourPath® portfolios are available to all plans. Contact your Lincoln representative to discuss your options.