Add value with financial wellness strategies

Retirement plan sponsors are increasingly focused on participant financial well-being. Add value to your service by expanding your financial health guidance.

Focus on financial health

Are you positioned to surpass client expectations by offering the financial wellness education they’re looking to offer participants? Six in ten employers say financial well-being has become more important in the past two years, and 59% of employers are very likely (and 33% are moderately likely) to expand financial well-being programs in 2017.1

Why improve participant financial health?

While some plan sponsors are focusing on financial wellness because they think it’s the right thing to do, they also recognize that personal financial issues can affect employee productivity and retirement plan engagement.

Reasons for expanding financial well-being programs2

Offer a holistic wellness strategy

Financial health is becoming a more important part of a holistic strategy. Companies that say financial well-being is a pillar of a holistic well-being program that includes physical health increased from 25% in 2015 to 34% in 2017. At the same time, plan sponsors with a physical well-being initiative but no financial well-being strategy decreased from 38% in 2015 to 27% in 2017.3

How do plan sponsors integrate retirement planning with health/benefits decisions?4 

Plan sponsors integrate bar graph

Support plan sponsors

Help your clients take action on the issues that are important to them.

What percentage of plan sponsors are very likely or moderately likely to take these steps in 2017?5

Percentage of plan sponsors bar graph

Talk with your Lincoln representative to see how our financial wellness program can help meet plan sponsor financial wellness education needs.


1Aon Hewitt, Hot Topics in Retirement and Financial Well-being, 2017. 

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products and services.

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