Lincoln Launches Participant Education Program

Lincoln Financial Group has introduced the Lincoln InStep participant education program, a suite of resources designed to help plan participants with retirement planning.

The multidimensional program provides tools to participants at every stage of retirement planning and includes a combination of educational content, products, services and multimedia that can help employees take key steps in the savings process.  

Four steps in the program include:  

  • Getting Started – learn the basics of retirement planning and investing through information designed to help people saving for retirement  
  • Saving More – identify new ways to boost retirement savings by helping people understand the small steps they can take to help them make the most of their retirement plan and achieve their retirement goals 
  • Investing Wisely – optimize asset allocation to fit individual risk profiles and the market environment 
  • Stepping Into Retirement – explore retirement strategies and income options 

Lincoln says these steps help manage retirement planning and financial needs for participants through their various life phases including the job changes, getting married, having a child, and buying a home, among others.  The program can also help plan sponsors achieve their plan goals and objectives while providing plan participants with custom tools that best suit their needs including in-person online and/or print resources.   

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