Fiserv and Lincoln Financial Group Partner to Deliver Innovative Retirement Income Technology

  Fiserv and Lincoln Financial Group Partner to Deliver Innovative Retirement
  Income Technology

Business Wire

BROOKFIELD, Wis. -- January 29, 2013

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions,  today announced that Lincoln Financial Group is the
first client to utilize its new retirement income technology, Retirement
Illustrator. Lincoln will deploy the solution as Retirement Income Illustrator
to support an enhanced participant experience in its Retirement Plan Services
business as well as to offer it to Lincoln-affiliated advisors. Fiserv worked
closely with Lincoln in the planning, development and launch of these new

The Fiserv technology provides Lincoln’s financial professionals with new
analytical capabilities designed to help improve and better assess an
investor’s retirement income outlook. The dynamic capabilities allow clients
to visualize different savings and investment strategies that can better help
them improve cash-flow at the time of retirement. Monte Carlo simulations
demonstrate retirement plans in favorable and unfavorable market conditions,
allowing financial professionals to plan best and worst case scenarios, and
helping investors visualize how market volatility can affect their retirement
picture through interactive, intuitive and graphical illustrations.

“As the industry leader in wealth management, we are committed to providing
financial professionals with tools to help them give unmatched service to
their investors,” said Cheryl Nash, president, Investment Services, Fiserv.
“We partnered with our longstanding client Lincoln Financial to create a
technology solution that will help financial professionals present retirement
income analyses to their clients in a flexible, easy-to-understand format.”

“Lincoln is committed to helping clients achieve better retirement outcomes
and the new Retirement Income Illustrator provides a flexible solution that
can be deployed enterprise-wide to help us meet this objective,” said Ken
Solon, Head of Shared Services and Information Technology for Lincoln
Financial Group. “The technology also allows our financial professionals to
offer compelling retirement incomecounsel to their clients.”

The new retirement income capabilities deployed by Lincoln as Retirement
Income Illustrator are designed to help advisors present retirement spending
requirements and distribution alternatives, overlaying risk events such as
withdrawal, longevity, survivor needs and healthcare risks to ensure
investors’ greatest challenges are met throughout their planning and
retirement phases. The retirement income capabilities can be easily adapted to
different practice models. Retirement Illustrator from Fiserv can be deployed
across an enterprise or purchased as individual licenses by financial

Fiserv has more than 3.7 million accounts on its Unified Wealth Platform and
over 1.3 million UMA sleeves. With the acquisitions of AdviceAmerica financial
planning technology and CashEdge data aggregation capabilities, Fiserv has
extended its leadership position with technology that can support all
functions of a wealth management business with a truly integrated, end-to-end

About Lincoln Financial Group

Lincoln Financial Group is the marketing name for Lincoln National Corporation
(NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region,
the companies of Lincoln Financial Group had assets under management of $174
billion as of September 30, 2012. Through its affiliated companies, Lincoln
Financial Group offers: employer-sponsored retirement plans; individual
annuities and life insurance, group life, disability and dental insurance; and
comprehensive financial planning and advisory services. For more information,
including a copy of our most recent SEC reports containing our balance sheets,
please visit

About Fiserv

Fiserv, Inc. (NASDAQ: FISV) is a leading global technology provider serving
the financial services industry, driving innovation in payments, processing
services, risk and compliance, customer and channel management, and business
insights and optimization. For more information, visit



Media Relations:
Julie Nixon
Senior PR Manager
Fiserv, Inc.
Additional Contact:
Wade Coleman
Director, Public Relations
Fiserv, Inc.
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