RADNOR, Pa., May 13, 2021 – In recognition of the superior service and education provided to The University of Texas at Dallas (UT Dallas) retirement plan participants in 2020, Lincoln Financial Group and UT Dallas were recently recognized with two first-place industry awards: a Pensions & Investments Eddy Award for Special Projects and a Plan Sponsor Council of America (PSCA) Signature Award in the Events & Workshops category.
The awards recognize the strong partnership between UT Dallas and Lincoln Financial Group, who together planned, developed and hosted the first-ever Virtual Benefits Fair for UT Dallas plan participants, which went digital as a result of the pandemic in 2020. The virtual event was built around UT Dallas’s focus on education, and leveraged Lincoln’s extensive expertise in financial wellness and high-touch service enabled by technology.
“Our partnership with UT Dallas is rooted in education, and helping employees understand their benefits and how to use them was even more important in a challenging year,” said Sharon Scanlon, Senior Vice President, Customer Experience and Producer Solutions, Lincoln Financial Group. “Our team worked closely with UT Dallas to quickly pivot and adapt their annual Benefits Fair to a virtual setting, to ensure that even more participants could have access to resources, events and materials that could help them prioritize their financial wellness.”
The Lincoln Financial team worked closely with UT Dallas Human Resources to create the theme for the event, “Smart Benefits Shopping: Find it. Use it. Love it.” The event was held in July 2020, and featured a seven-layer, interactive online mall map with a dynamic agenda. Links in the agenda took attendees directly to the events they wanted to attend, which included several live events to choose from. Attendees could also navigate the virtual benefits fair via the UT Dallas virtual benefits fair website as well as using a mobile app, which leveraged push notifications to promote engagement. In addition to live meetings, the fair also featured games, recorded videos, and a wealth of benefit resources for faculty, staff, student employees and retirees. As a result, virtual engagement increased 220% vs. 2019 in-person attendance.
“We are committed to not just educating our students every day, but we are focused on engaging and educating our staff and faculty in maximizing their benefits and ensuring they have the resources they need to plan for their futures,” said Marita Yancey, Sr. Director of Benefits and Wellness at UT Dallas. “We’re thrilled to see our partnership with Lincoln Financial recognized and look forward to continuing our work of helping our employees achieve the retirement they envision.”
The Eddy Awards is an annual program recognizing plan sponsors and service providers that exhibit best practices in offering investment and financial education to defined contribution plan participants, and the PSCA Signature Awards honor excellence in plan communication and investment education. To read more about the Eddy Awards, click here. For additional information on the PSCA awards, click here.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $311 billion in end-of-period account values as of March 31, 2021. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index, and rank among Forbes’ Best Large Employers and Best Employers for Women, and Newsweek’s Most Responsible Companies. Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com.