Industry Veteran with More Than 20 Years of Experience Joins Lincoln Financial’s Retirement Plan Services Business from Voya Financial
09 January 2017

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE:LNC) announced today that Gregg Holgate is joining the company as senior vice president and head of Institutional Retirement Distribution (IRD) for its Retirement Plan Services (RPS) business. He reports directly to Jamie Ohl, president of RPS. In his role, Holgate is responsible for further growing Lincoln Financial’s full-service retirement plan offerings for corporate and nonprofit/tax exempt plan sponsors. He is also focused on supporting the overall strategic vision of the business, which includes helping participants achieve the retirement they envision, as well as aligning with plan sponsors’ total rewards strategies and helping them recruit and retain top talent.

Holgate has more than 20 years of experience working with plan sponsors on retirement plan solutions. He joins Lincoln Financial from Voya Financial, Inc., where he most recently held the position of senior vice president, Institutional Clients. In that role, Holgate created and led a senior team of sales and relationship management professionals responsible for consultant relations, sales, retention, government affairs and reporting.

“Lincoln remains committed to the full-service retirement plan business,” said Ohl. “Gregg has a proven track record as a successful sales leader with a wealth of retirement industry knowledge and experience. He understands the market, the clients and what they need – and will be a strong addition to the RPS senior leadership team and to Lincoln.”

Holgate earned a Bachelor of Arts degree from Arizona State University and holds series 7, 24 and 66 FINRA registrations.

About Retirement Plan Services

For more than 60 years, Lincoln Financial Group’s Retirement Plan Services (RPS) business has been helping savers boost their retirement readiness through employer-sponsored plans. Our distribution force of more than 400 professionals, including institutional and wholesale distribution channels and advisor-based sales teams, work to provide plan sponsors with retirement plans that not only meet the unique needs of their plan participants but also align with sponsors’ total rewards strategies and help recruit and retain top talent. RPS Retirement Consultants, available onsite, online and by phone, develop long-term one-on-one relationships with savers to help motivate them to take actions that lead to better retirement outcomes. RPS offers personalized services, solutions and education to help plan participants get to and through retirement. The business serves approximately 1.4 million participants through 22,000 plan sponsors with $57 billion in assets under management as of September 30, 2016.

About Lincoln Financial Group

Lincoln Financial Group provides advice and solutions that help empower people to 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, as well as to 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 $228 billion in assets under management as of September 30, 2016. Learn more at: Find us on Facebook, Twitter, LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at



Lincoln Financial Group
Brenda Haak