Lincoln TrustLincoln Trust

Robust Reporting

On-Demand Reporting

We understand that in order for you to operate your plan effectively, you need to have immediate access to plan data. Therefore, we provide you with an extensive library of on-demand reports so you can access plan and participant level information at any time. Furthermore, the reports allow you to select specific parameters including date range, employee population, divisions and file output (Text, PDF, Excel or Word). Being able to choose the parameters saves you time by letting you focus on the most important information.

Quarterly Reporting

We post quarterly recordkeeping reports on the Plan Sponsor / Advisor website(s). The most popular quarterly report, the Executive Summary, provides a high-level summary of the plan, including:

• Plan Summary
• Account Totals
• Source Totals
• Forfeiture Account Analysis
• Participant Overview
• Participation Statistics
• Investment Summary

• Participant Count By Investment
• Transfers By Investment
• Investment Balances By Age
• Investment Count by Age
• Model Summary (if applicable)
• Model Composition (if applicable)
• Internet Activity Summary

participant count by investment

Custom Reporting

If the existing reports don’t satisfy your needs, we have innovative and experienced in-house resources that can create customized reports. Furthermore, all reports can be scheduled to be run on a recurring basis at any frequency, so you receive the exact information you need, when you need it.

Whether the reports are needed for daily plan administration, an investment monitoring committee, or for an auditor, we offer robust reporting so plan sponsors and advisors can save time and easily generate needed plan information.

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