Lincoln Financial Group Joins The Retirement Advisor Council

East Granby, CT – We are pleased to announce that Lincoln Financial Group joined the membership of the Retirement Advisor Council in the service provider college.

Lincoln Financial Group is one of fourteen recordkeeping service providers in Council membership. The firm will be represented by Mr. Jason A. Key, Vice President, Head of Consultant Relations, Retirement Plan Services. Jason will participate in the workings of the meeting planning and member engagement committee.

We are excited to join the Council. Retirement Plan Advisors who work with Lincoln can be confident they’ll receive a high level of personal service. We partner with Advisors to understand the needs of clients and to support their plans with expertise, flexibility and dedication. Our engagement with the Council helps demonstrate our commitment to the profession with the ultimate goal of enhancing retirement outcomes for working Americans.” says Jason Key.

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. That legacy includes a commitment to collaborating with the institutional consultant and advisor to help plan sponsors offer retirement programs that meet the unique needs and goals of their organization. Lincoln serves clients in all markets – corporate, healthcare, government and not for profit – with a best-in-class high-touch service model. 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 Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community.
  • Offering tools to evaluate advisors to ensure the quality of services provided.

Learn more about Lincoln Financial Group HERE

Learn more about the Retirement Advisor Council at www.retirementadvisor.us