Lincoln adds new PEPs to its group retirement shelf

Lincoln adds new PEPs to its group retirement shelf

small business Lincoln Financial Group is beefing up its shelf of retirement plan offerings with two new solutions, one for businesses and the other for not-for-profit organizations.

Named FlexPEP(k) and FlexPEP(b), the company’s newest pooled employer plans cater to 401(k) and 403(b) plans, respectively, and are part of Lincoln’s effort to meet employers’ evolving needs for retirement benefits.

Positioned to streamline retirement plan administration, reduce costs, and improve fiduciary oversight for employers, these solutions emerge as Lincoln Financial seeks to broaden the understanding and uptake of PEPs among its clients.“We’re seeing an uptick in the adoption of group plan solutions,” Matt […]

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