Retirement Plans | Strategic Partner Resource Center

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Retirement plans

Featured update

So, you're ready to rock your 401k prospecting journey. Way to grow.

Award-winning strategic marketing initiative, as recognized by the Gramercy Institute¹

Way to grow: 401(k) prospecting with Lincoln
A suite of engaging, yet simple strategies, resources, and tools supports financial professionals’ individual prospecting journeys and coaches them on:

Defining and promoting their unique value promise
Identifying leads — by requesting a curated prospecting list from Lincoln — and narrowing down their list to their ideal prospects
Creating their action plan for tailored conversations

Visit the prospecting site

¹Gramercy Institute 2025 Financial Marketing Strategy Award, Retirement-Business to Intermediary category. https://www.gramercyinstitute.com/2025-strat-winners

Campaign highlights

Retirement plan education, awareness and opportunities
A suite of material shares advantages, considerations, and fundamental education for a variety of retirement plan solutions:

Is there a benefit that can benefit everyone? Guaranteed lifetime income may be the answer

Guaranteed retirement income² insights
A suite of resources shares research and industry insights about how guaranteed lifetime income solutions can help financial professionals and plan sponsors:

Meet diverse plan needs
Answer participants’ need for income that lasts throughout retirement

Visit the retirement income site

Watch the "Retirement income security" video

Watch the "Features you can’t ignore" video

Watch the "Helping participants get to and through retirement" video

²Guarantees are subject to the claims-paying ability of the issuing company.

Life’s turning points
Lincoln-designed tools and resources to help employees overcome competing priorities and achieve financial balance. Six life event journeys that walk participants through having a baby, getting married, tackling student loans, buying a home, experiencing unexpected illness or injury, and planning for retirement are available.

Visit the life events page for tips on preparing for the moments that matter

SECURE 2.0 Act resource center
The SECURE 2.0 Act resource center provides timely, ongoing updates materials, insights and more to help simplify the Act.
Visit the SECURE 2.0 Act resource center

The Retirement Income Dilemma
With an ever-changing, multigenerational workforce, it’s more important than ever for plan sponsors to offer a retirement plan that meets diverse needs. This presentation explores retirement income needs, challenges and insights — and highlights guaranteed income solutions that offer plan sponsors choice, compliance with the SECURE Act, portability and potential improvements in workforce management.
Download the retirement income presentation

Driving client satisfaction with Candidly
Lincoln is working with Candidly, a leading student debt management platform, to offer employees options to plan, borrow, repay and reassess their debt, and provide support and assistance with federal student loan forgiveness programs and applications. For clients, Candidly reduces administrative burdens, making it easier to offer student loan benefits and align with the latest SECURE 2.0 Act provisions.
Download the Lincoln Candidly capabilities flyer
Download the Candidly employer student loans FAQ flyer
Play the Candidly student loan promo video
Download the Candidly employer pitch deck
Download the Candidly emergency savings flyer

Promotional Resource Center
Our enhanced digital MEP, MEAP and PEP Promotional Resource Center provides relevant, actionable content with the following goals:

Help existing group employer plan representatives (Multiple Employer Plans, Multiple Employer Aggregation Programs and Pooled Employer Plans) demonstrate the value of their organization to members and clients and grow retirement plan adoption—now with downloadable prewritten content and visuals, and communication campaigns
Help financial professionals grow their book of business through existing group employer plan clients

Financial professionals with Lincoln MEP, MEAP or PEP business should work with their Lincoln wholesaler to explore the site and distribute a link to their organization's clients.

Lincoln WellnessPATH^®
The Lincoln WellnessPATH^® financial wellness tool offers personalized suggestions and helps participants take charge of wellness. The new WellnessPATH^® Marketplace lets them easily act on those suggestions by providing total well-being solutions.

Participant seminars and videos
This one-stop overview outlines our suite of educational resources for retirement plan participants on a variety of financial topics, on everything from financial wellness and life events to investment topics and the online experience.

Download the participant resources flyer

Group Retirement Plans and Programs 101
This white paper for financial professionals takes a deep dive into Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs) and Multiple Employer Aggregation Programs (MEAPs), highlighting the value and distinctions of each for their clients and their businesses.

Download the Group Retirement Plans and Programs 101 white paper

Product news

Expanded PEP offering
FlexPEP, now available in the Lincoln Alliance^® program, offers a flexible Pooled Employer Plan (PEP) for 401(k) and 403(b) plans.

Visit the Group retirement plans page to learn more about our suite of group retirement plans
Visit the blog: Opportunity Knocks for Group 403(b) Plans
Download the flyer: Why Pooled Employer Plans may be right for non-profits

Group retirement plans and programs material: Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs) and Multiple Employer Aggregation Programs (MEAPs)
View our overview guides to learn more about the benefits of joining each plan type.

Download the MEP capabilities overview brochure
Download the PEP capabilities overview brochure
Download the MEAP capabilities overview brochure

Lincoln PathBuilder Income^®
The SECURE Act made it easier for plan sponsors to provide a plan design that can generate guaranteed income for their participants at retirement. We now have options available on both Lincoln Alliance^® and Lincoln Director^SM plans.

Download the guide to guaranteed lifetime income options for defined contribution plans

YourPath^® resources
Explore the suite of YourPath materials, including performance, glide path allocations and expense ratios.

Visit the YourPath resource page

StoryLine, provided by Stadion
Lincoln offers StoryLine, a specialized managed account solution provided by Stadion, designed to improve participant outcomes through personalization. Explore the flyers to get details on this personalized investment service and dynamic QDIA solution.

Download the StoryLine summary flyer
Download the StoryLine dynamic overview flyer

Operational updates

Participant online account registration
In three quick steps, active Lincoln Alliance^® and Lincoln Director^SM participants can register for online account access to review various aspects of their retirement accounts and make any changes to align with their overall retirement goals.

Download the participant registration flyer for details

Lincoln Financial (“Lincoln”) is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

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”).

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.

Lincoln is not affiliated with third party vendors provided through the WellnessPATH^® Marketplace. Lincoln may receive a marketing distribution fee for third party products purchased through WellnessPATH^® Marketplace. Depending on the arrangement, it may be a flat-dollar fee or a percentage of fees received by the third party vendor ranging from $1 – $600 per purchase transaction.

Lincoln and its affiliates do not provide advice about the products and services offered by third party vendors. The information provided through WellnessPATH^® Marketplace is general and educational in nature and should not be considered professional advice. Everyone’s circumstances are different and before making a financial wellness decision, an appropriate professional should be consulted.

WellnessPATH^® Marketplace will offer links to third party websites that are not part of Lincoln’s websites (“Sites”). Lincoln does not own, control, or endorse the content or products and services available through these third party websites. Lincoln does not assume any responsibility for any losses or damages in connection with the security, privacy practices, or content of any third party websites. These third party websites may have privacy and security policies that differ from our Sites.

For financial professional use only. Not for use with the public.