Lincoln Financial Group

Retirement Programs
This program allows employees of MHA member organizations to choose from a wide range of investment options through Lincoln Financial Group. Lincoln Financial Group’s Retirement Plan Services has been a proven provider of retirement solutions for over 60 years, managing thousands of retirement plans that enroll millions of people. Headquartered in the Philadelphia region, the operating companies of Lincoln Financial Group had assets under management of $246 billion as of September 30, 2017.
Services provided
Daily recordkeeping and valuation, compliance, plan design, plan document day, administration manual, reporting, 3(38) model portfolio services, 3(38) and 3(21) line-up services and many other support services that reduce the employer’s burden and maximizes participant satisfaction and outcomes.

Contact Information


Kasi Boyles, Vice President, Consultant Relations