Driving positive retirement outcomes
Message from Jamie Ohl, president, Retirement Plan Services
At Lincoln, we believe we have the opportunity and the responsibility to help every participant we serve achieve the retirement they envision. That's why we're introducing elevated tools and solutions to help drive positive outcomes.
One of those solutions is our high-touch model, which is built on the foundation of strong, one-on-one relationships. Personal meetings deliver proven results — 60% of participants who met one-on-one last year with a retirement consultant increased their contribution rates, and 33% of these say the one-on-one meeting motivated their decision to save more.1
We’re also harnessing the power of technology with our enhanced, mobile-enabled participant website. The clean design and intuitive navigation of our website make it easy for participants to increase their contributions and see if they're on track to meet retirement goals. Lincoln WellnessPATH® allows participants to aggregate their financial information and get personalized action steps to improve their overall financial wellness. These tools connect us with savers at the times and places they want to take action — no matter when or where that may be.
Participants look to us and to their employers for information about retirement. By giving them the personalized education and online tools they need to easily take action, we’re helping Americans retire, one saver at a time.
1Lincoln Retirement Power® Participant Study, 2019.