Lincoln Financial Group has introduced Lincoln Alliance, a mutual fund retirement solution designed for small-to-mid-sized retirement plans with assets of $2 million or more.
As typical of large plans, the offering includes independent fiduciary support from Ibbotson Associates, investment advice from Morningstar, a wide range of investment options from a lineup of 9,000 funds across 610 fund families, annual plan reviews and guidance on ERISA Section 404(c).
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