Industry Insights

Retirement industry insights

Research and vision to help you

Today's proactive retirement plan sponsors and their advisors seek industry research and insights to help power a better retirement outcome for participants.
  

Sample Image
Motivate participants to take positive actions

Findings from the 2015 Lincoln Retirement Power® Participant Engagement Study can help. Read more.


Retirement readiness

Featured article: What does “retirement readiness” mean?

Research says many plan participants aren’t effectively preparing for retirement. Read more.

More insights

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.
Read more.

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. 
Read more.

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.
Read more.

How organization size impacts participants

Learn what employer size reveals about participant attitudes — and the implications for motivating positive behaviors.
Read more.

 

  
Plan health

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.
   

More insights

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.