Lincoln Launches New Participant Education Program

May 23, 2011 ( - Lincoln Financial Group has introduced the Lincoln InStep participant education program, resources designed to proactively help plan participants with all aspects of retirement planning.

According to a press release, the multi-dimensional program provides tools to participants at every stage of retirement planning and includes a combination of educational content, products, services and multimedia that can help employees take key steps in the savings process.  

Four key steps in the program include:  

  • Getting Started – learn the basics of retirement planning and investing through information designed to help people saving for retirement; 
  • Saving More – identify new ways to boost retirement savings by helping people understand the small steps they can take to help them make the most of their retirement plan and achieve their retirement goals; 
  • Investing Wisely – optimize asset allocation to fit individual risk profiles and the market environment; and 
  • Stepping Into Retirement – explore retirement strategies and income options. 


Lincoln says these steps help manage retirement planning and financial needs for participants through their various life phases including the job changes, getting married, having a child, and buying a home, among others.  The program also helps plan sponsors achieve their plan goals and objectives while providing plan participants with custom tools that best suit their needs including in-person online and/or print resources.   

For more information, visit