Lincoln Bulks Up Merrill Lynch Plan Offerings

The Merrill Lynch Advisor Alliance program at Lincoln Financial Group has been expanded to include a group variable annuity and an enhanced net asset value-based program. 

This broadens Lincoln’s portfolio of offerings delivered through the Merrill Lynch program, which includes 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 advisers 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. “

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