Today's proactive retirement plan sponsors and their advisors seek industry research and insights to help power a better retirement outcome for participants.
Motivate participants to take positive actions
Findings from the 2015 Lincoln Retirement Power® Participant Engagement Study can help. Read more.
Featured article: What does “retirement readiness” mean?
Research says many plan participants aren’t effectively preparing for retirement. Read more.
THE GENDER EFFECT
The Lincoln Retirement Power® Gender Report explores how men and women engage differently with their plans. Help drive better outcomes by serving the distinct preferences and styles of each gender.
Organization type impacts participants
See how employer type—non-profit, government or for-profit—affects participant behavior and how you can use these insights to promote positive actions.
Instinctive decision-making hurts retirement readiness
The Lincoln Retirement Power® Participant Engagement Study reveals how the increase in instinctive decision-makers can affect retirement outcomes—and how to motivate them.
How organization size impacts participants
Learn what employer size reveals about participant attitudes — and the implications for motivating positive behaviors.
Featured insight: Morningstar® on Building Better Investment Menus
A good retirement plan lineup can positively shape participant investment decision-making. Morningstar's Jeremy Stempien shares his thoughts on creating better investment lineups for employer-sponsored retirement plans.
Use these resources to help your clients achieve their plan goals and manage their fiduciary responsibilities.
Keeping 457(b) Governmental Plans on Track
Set up properly, governmental 457(b) plans can be straightforward and flexible. However, many plan sponsors make the mistake of adding multiple providers, which can lead to higher costs and fragmented communication.
Implementing an Education Policy Statement
An education policy statement that organizes priorities, defines goals and articulates strategy makes it easier to create an effective participant communication and education (C&E) program.
Plan design and compliance
Who’s a fiduciary and what are fiduciary duties? Watch the first in a series of videos that bring clarity to fiduciary regulations.