Sharon Scanlon
03 December 2020

3 Things All 401(k) Plan Sponsors Share No Matter The Size Of The Firm

You may think your plan is too big (or too small) to share the same concerns with smaller (or larger) plans. It turns out, however, there’s a lot in common between really large and really little 401(k) plans.

25 November 2020

IRA vs. 401(k): The Case for Having Both

Do you need an IRA instead of — or in addition to — your 401(k)? Which is better? How should you choose? Here's what to know. 


18 November 2020
Life Annuity Specialist

Lincoln lands the top spot for 3Q sales of its indexed variable annuity, Lincoln Level Advantage

Industry publication Life Annuity Specialist recently shared third quarter annuity sales released by Secure Retirement Institute, showing Lincoln Financial's top sales position for its indexed variable annuity, Lincoln Level Advantage. 

16 November 2020

How to Start Budgeting Now for 2021

For consumers who want to rethink their budget for 2021 - or create a budget for the first time - it's definitely not too early to do it. 

Financial Conversations
13 November 2020

How to Navigate Uncomfortable Money Matters with Your Family

The coronavirus pandemic may be putting you in some uncomfortable financial situations with your family, but there is no better time to address it head on than now. 

Aaron Moore
12 November 2020

Teaching Employees About Taxes in Retirement

Understanding how taxation works can help with making the right savings decision and establishing the right distribution strategy.

02 November 2020

Workers Concerned About How Election Day Will Impact Retirement Savings

A Lincoln Financial report finds some workers are uncertain or confused when it comes to how they should prepare their retirement plans ahead of election results.

Eric Byline
02 November 2020
Advisor Magazine

Helping Employees Navigate Virtual Open Enrollment

This year, annual enrollment will likely look very different as a result of the COVID-19 pandemic. 

Read the full article here:

Jamie Ohl on Background
23 October 2020
Advisor Magazine

Pandemic’s Financial Toll Continues to Hit Younger Americans the Hardest

Lincoln Financial Group’s September COVID-19 Consumer Sentiment Tracker found younger demographics are facing increasing financial and job security pressures in the wake of COVID-19.

Heather Milligan Revised
13 October 2020
Authority Magazine

Five Things You Need To Be A Highly Effective Leader During Turbulent Times

Heather Milligan, senior vice president leading Underwriting and New Business at Lincoln Financial Group, shares her career and leadership perspective.