Why Lincoln Director ?
Eight Easy Points to Remember…
Price
Average savings
of .40% annually on participants’ investments
Performance
Average
Morningstar rating on the Advisor Series of 4.2 out of 5
Ease of Plan Transfer
Seamless
plan conversion and professional enrollers for any size plan
Advice
401k
Toolbox - 2004 Advice Provider of the Year (Defined Contribution News)
Fiduciary Support
Investment line-up selection, monitoring and quarterly reporting
included
Service
RMS
provides plan comparisons to quantify the value of Director for your
clients
Rollover option
Keep the
assets you’ve worked so hard to win with the Director Rollover, an
option for participants leaving the plan
For more information about Lincoln
Director, click here.
Questions? Contact us!
Carnegie Financial
312.828.0370
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