Lincoln Financial Group’s Retirement Plan Services Business Launches New Online Participant Experience

Easy-to-navigate, mobile-optimized website features new tools
designed to drive positive retirement outcomes for plan participants

RADNOR, Pa.–(BUSINESS WIRE)–Lincoln Financial Group (NYSE: LNC) announced today that its Retirement
Plan Services (RPS) business has launched an easy-to-navigate, mobile
optimized website for participants. With new tools, enhanced features
and a clean dashboard design, the upgraded online experience delivers
intuitive functionality that makes it easy for participants to take
action — and to instantly see how those actions will impact their
retirement outcomes.

“Our enhanced website not only makes it easier for our participants to
increase their savings rate, but it also shows them how the money
they’re saving will translate into income in retirement,” said Jamie
Ohl, president of Lincoln Financial’s RPS business. “This is critically
important because for retirement, the ultimate outcome is income.”

The online experience was developed to be mobile-optimized, allowing
participants to intuitively navigate the website on any device. A clean
dashboard design gives savers an overview of their current account
balance, recent transactions, investments and contribution rate.

The new Retirement Income module allows participants to plug in some
basic information about their finances and see if they are on track to
meet their retirement savings goal. Based on the information a
participant provides, the tool provides an easy to understand snapshot
of what a participant’s projected monthly income will be in retirement.
It also shows if they are on track to hit their goal, should give their
savings strategy a “tune-up” or if they are far from their goal and need
to “hit the accelerator” on saving.

“As we developed the new web experience, we did so with the
participant’s point-of-view in mind,” said Sharon Scanlon, head of
Customer Experience for RPS. “We developed the look and tools so it’s
clear what their retirement picture looks like, and it’s easy for our
participants to take steps to improve their retirement outcomes — from
any device, at any time.”

Another new tool is the interactive contribution planner, which gives
participants the opportunity to see the effect increased contributions
will have on their paycheck and their retirement savings.

The website also includes a learning center, where participants can
obtain information about various topics related to their financial
wellness, including how to balance saving for retirement with paying off
debt and understanding personal investment styles.

“We understand that people across the country are dealing with competing
priorities and retirement isn’t always top of mind,” said Ohl. “But when
they are ready to learn about their plan or take action, our new website
allows them to do that with ease.”

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:
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Lincoln Financial Group
Kelly DeAngelis