Partnership Reinforces Dedication to Offering a Stronger Option for Retirement Planning
21 May 2013

Lincoln Financial Group (NYSE: LNC) today announced that it is expanding its partnership with Bank of America Merrill Lynch to offer enhanced employer-sponsored retirement plan programs to companies. The Merrill Lynch Advisor Alliance program now includes a Lincoln group variable annuity and an enhanced net asset value-based program. This broadens Lincoln’s portfolio of offerings delivered through this Merrill Lynch program, which also include a long-term care hybrid solution, a range of variable and fixed annuity products, and life insurance products.

The Merrill Lynch Advisor Alliance program combines Merrill Lynch investment and advisory services with a choice of committed partners, such as Lincoln, to provide competitive recordkeeping and retirement plan solutions and administration services.

Lincoln’s solutions provide small market plans with a combination of greater flexibility and services that are tailored to meet the specific needs of plan sponsors regardless of market size. These programs give Merrill Lynch Financial Advisors and plan sponsors the options of fiduciary support, an extensive investment lineup, and accumulation strategies — and are designed to offer robust retirement education and communications resources to plan participants.

"The breadth and depth of Lincoln’s offerings reinforces the strength of our partnership with Bank of America Merrill Lynch and our dedication to offering advisors new ways to broaden their service offerings and help to grow their businesses," said John Kennedy, head of Lincoln’s Retirement Solutions Distribution. "The combination of our two companies’ expertise in the retirement plan services space provides a strong option for both employers and their employees."

Lincoln’s Retirement Plan Services business is focused on building life-long relationships with plan sponsors by offering innovative retirement plan strategies in a way that motivates participants to take actions that lead to better retirement outcomes.

For additional information about Lincoln Financial Group’s retirement solutions, please contact

About Lincoln Financial Group

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $186 billion as of March 31, 2013. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life, disability and dental insurance; employer-sponsored retirement plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit


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Eric Samansky

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