Clients in this industry may be eligible for 457(b), 401(k), or 403(b) plans. Lincoln has a breadth of experience designing solutions across educational institutions, from multi-campus universities to independent primary schools.

Meet Mary Kate
  • Director of human resources (HR) at an independent, single-campus university
  • 401(k) and 403(b) plans

What she thinks about as director of HR

  • Offering her employees quality investments
  • Choosing a Qualified Default Investment Alternative (QDIA) from a slate of options
  • Streamlining enrollment, making it easy for participants to take action
  • Providing plan options that meet the needs of a diverse workforce
  • Adapting to changing economic conditions
  • Administering a plan and the workload it requires
  • Offering pre-retirement planning support and access to post-retirement guidance

Questions to uncover the opportunity

  • What are your pain points with your current plans?
  • What percentage of your employees enroll in your qualified plan? Why is it at that level?
  • Has there ever been a question about your current plans that you couldn't answer?
  • Do you feel that your current plans’ technology is a good match for your company and your employees? 
  • Are you satisfied with the investment options in your current plans?