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Lincoln National Corporation (LNC) has issued a Notice of Fund Changes for the LNL Agents’ 401(k) Savings Plan. Effective June 13, 2025, the Income America 2025 Fund 5ForLife-L was merged into the Income America In Retirement Fund 5ForLife-L because both vehicles now share the same conservative asset-allocation mix aimed at providing steady retirement income. All existing balances and future contribution elections that were in the 2025 Fund were automatically transferred or mapped to the In Retirement Fund; participants can no longer direct money to the eliminated fund.
The consolidation did not alter fees: both funds carry total and net annual operating expenses of 0.85% (about $8.50 per $1,000 invested). As of March 31, 2025 the 2025 Fund posted a 1-year return of 5.01% versus 4.78% for the In Retirement Fund, while since-inception returns (12-08-2022) were 7.84% and 7.71%, respectively. Participants may review or change their investment allocations online or by calling Lincoln’s customer contact center.