Lincoln Financial

Support retirement plans using accurate payroll and employee data

  • Sync payroll data for contributions
  • Support enrollment and plan administration
  • Improve accuracy of retirement reporting

Lincoln Financial

Integrating Lincoln Financial with Paylocity

The Paylocity and Lincoln Financial integration helps organizations automate retirement plan administration by securely syncing employee and payroll data from Paylocity into Lincoln Financial. This reduces manual processing and supports accurate contributions and participant record updates.

  • Sync employee demographic and eligibility information from Paylocity
  • Transmit payroll deductions and contribution data for retirement plans
  • Keep participant records current as employee status changes
  • Reduce administrative workload and improve data accuracy

With Paylocity as the system of record, organizations can simplify retirement plan operations and enhance the employee retirement savings experience.

About Lincoln Financial

Lincoln Financial provides retirement plan and financial services designed to help employers offer and manage workplace retirement programs.

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