Healthcare
Retirement plan sponsors in the healthcare industry want a provider that can offer personal service and increase participant engagement and deferral rates.
Lincoln Financial and healthcare
- $27.5billion in assets1
- 540,000+ participants in healthcare
- 5,000+ retirement plans
Meet Jane
- CFO at a regional healthcare system
- 4,500+ employees
- 403(b) and 457(b) plans
- Assets: $220M
What she thinks about as CFO
- Recruiting and retaining talented doctors
- Minimizing compliance risk
- Minimizing plan and administrative costs
- Valuing staff to increase retention and engagement
Questions to uncover the opportunity
- What is your primary concern with your current plans?
- What are you doing to increase enrollment and participation?
- What’s the priority for the physician/owners?
- How do you deal with discrimination testing?
- Where do you see opportunities for improvement?
See some of our healthcare success stories
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Lincoln worked with the plan’s consultant to increase participation and deferrals through plan design changes and personal participant support.
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Experience with mergers and acquisitions allowed Lincoln to lower costs, improve administrative efficiency and drive participant outcomes.
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Delivering a stable value solution
Lincoln provided an investment only solution for a new client with a competitive guaranteed minimum interest rate (GMIR) and crediting rate.
