Complex Services Associate

**Date:** Jun 25, 2026 **Primary Location:** Fort Wayne, IN, US **\#job\-location.job\-location\-inline { display:** inline; } **Company:** Lincoln Financial **Alternate Locations:** Work from Home **Work Arrangement:** **Remote :** Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition \#:** 76234 The Role at a Glance We are excited to bring on a Complex Services Associate to join our Retirement Plan Services team supporting Workplace Solutions in a work from home environment. Background Details As a Complex Services Associate, you’ll play a key role in independently reviewing and completing complex, non\-routine retirement plan transactions, along with progressively more advanced corrections. You’ll also partner closely with our Escalation team to support correction\-related projects—helping establish timelines, track deliverables, provide updates, and draft communications throughout the project lifecycle. In this role, you’ll build strong relationships with internal partners and plan sponsors while keeping a sharp focus on client experience and operational accuracy. You’ll also support the day\-to\-day success of the team by monitoring work volumes, helping manage escalations, assisting with training efforts, and jumping in to support teammates with questions or tasks as needed. If you’re someone who enjoys solving complex problems, collaborating across teams, and making an impact on both client experience and operational excellence, please read on! What you'll be doing You will determine how progressively more complex corrections should be processed in accordance with established procedures \& guidelines. You will ensure all work is completed accurately, within required timelines, and meets quality and production standards. You will collaborate with internal and external stakeholders – including but not limited to Plan Sponsors, Financial Representatives, Auditors, Compliance, Legal, and our Escalation team – to complete complex corrections and coordinate related project tasks. This includes providing project timelines, communication updates, and risk awareness. You will assist with tax related projects and corrections. You will collaborate with others across Retirement Plan Services (RPS) to validate QDRO requirements, and will perform calculations including earnings, overpayments, and other plan specific computations. You will act as a first point of contact for higher profile or escalated issues, ensuring prompt resolution and escalating further when appropriate. You will provide routine guidance, task oversight, and support for the team in the manager’s absence. You will mentor and coach less experienced team members by sharing knowledge related to team processes and functions. You will recommend process improvement