Retirement Programs for Advisors | Lincoln Financial Group

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I have a Retirement Account, Annuity Account, Life Insurance Policy, Group Benefits Policy or Brokerage Account.

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I administer my company's Retirement Plan, Group Benefits Plan or LifeComp® policy.

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I was hired by an employer to provide administrative services for a Retirement Plan or Group Benefits Plan.

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I sell or want to start selling Lincoln products or I am support staff or a sales assistant.

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I am a dentist or work in a dental office and need to verify patient eligibility.

Employer retirement plans
Retirement industry insights

Retirement industry
insights

Today's proactive retirement advisors seek industry research and insights to help power a better retirement outcome for plan sponsors and their participants. We’re pleased to share our knowledge and experience along with the insights of industry thought leaders.

Research & insights
Survey shows caregiving reality vs. expectations

Article | 3 min
Research & insights
See how Americans grade themselves on financial wellness

Article | 3 min
Participant engagement
Explore this financial wellness tool implementation success

Article | 1 min
Product
Debunking the myths around custom target-date funds

Article | 3 min
Plan design & compliance
Use American Century’s 5 steps to improve QDIA selection process

Article | 3 min
Investments and Small Business
Explore the benefits of custom target-date funds

Article | 1 min
Participant engagement
Engage with participants who worry about cybersecurity

Article | 1 min
Plan design & compliance
The value of in-plan retirement income options vs. retail

Article | 3 mins
Plan design & compliance
5 steps to evaluate cybersecurity program maturity

Slideshow | 3 min
Research & insights
Healthcare
Better serve plan sponsors in healthcare

Multimedia

Managing student loans

Help employees manage debt so they can save for retirement.

Explore research and insights for today’s workplace.
Learn more.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates.

Lincoln products are not a deposit nor FDIC-insured, may go down in value, and are not insured by any federal government agency or guaranteed by any bank or savings association.

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