{"id":412191,"date":"2021-01-11T10:03:45","date_gmt":"2021-01-11T15:03:45","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=412191"},"modified":"2021-01-11T10:03:45","modified_gmt":"2021-01-11T15:03:45","slug":"lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/","title":{"rendered":"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts<\/b><\/p>\n<p class=\"bwalignc\"><b><i>New Service Builds on Innovation in Custom Asset Allocation Products to Support Financial Professionals\u2019 and Plan Sponsors\u2019 Plan Design <\/i><\/b><\/p>\n<p>RADNOR, Pa.&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.lfg.com%2Fpublic%2Femployersorganizations%2Fretirementplans%2Fproductsandservices%3Fd%3DDesktop&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=Lincoln+Financial+Group&amp;index=1&amp;md5=6eea29e7bf982f2773493de2c8e20f2d\">Lincoln Financial Group<\/a> (NYSE: LNC) today announced it has added an <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fvisit.lfg.com%2FDC-AMA-BRC001&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=Advisor+Managed+Accounts&amp;index=2&amp;md5=578fb32cf3cd769173f5414c5e5aab28\">Advisor Managed Accounts<\/a> service, which gives a retirement plan\u2019s registered investment advisor (RIA) the ability to create the underlying plan-specific investment portfolios and leverage the proprietary portfolio assignment process from Morningstar Investment Management LLC. These personalized investment programs, offered through the Lincoln Alliance<sup>\u00ae<\/sup> program, enable the RIA to use information about each plan participant \u2013 such as age and plan balance \u2013 to create the portfolios used by the program.\n<\/p>\n<p>\n\u201cThe Advisor Managed Accounts service complements and builds on our suite of custom asset allocation products, such as <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.lfg.com%2Fpublic%2Ffindyourpath&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=YourPath%26%23174%3B&amp;index=3&amp;md5=acddeca4a7d64573c648af905429108c\"><i>YourPath\u00ae<\/i><\/a>,\u201d said Ralph Ferraro, Senior Vice President, Retirement Plan Products and Solutions, Lincoln Financial Group. \u201cAll participants are different, and financial professionals and plan sponsors are looking for innovative products they can further personalize to help their participants reach their individual retirement goals.\u201d\n<\/p>\n<p>\nCurrently, more than half of plan sponsors include a managed account option in their plans<sup>1<\/sup>, and this number is likely to increase, as research shows that these services have the potential to help participants save more for retirement<sup>2<\/sup>. Morningstar Investment Management found that, even after accounting for age and income, more than 70% of off-track participants (participants with a less than 70% chance of achieving retirement income goal) studied increased their savings rates after using managed accounts<sup>2<\/sup>.\n<\/p>\n<p>\nTo implement Advisor Managed Accounts, the RIA leverages their investment expertise to create plan-level portfolios, while Morningstar Investment Management provides the technology platform that then matches each participant with their unique asset allocation, and acts as fiduciary for the participant portfolio assignment process. Advisor Managed Accounts can be offered as the Qualified Default Investment Alternative (QDIA), with the plan sponsor designating it as the QDIA for all participants, or it can be offered as opt-in only, so each participant can actively choose the service.\n<\/p>\n<p>\n\u201cBy launching Advisor Managed Accounts, we continue our commitment to building and launching innovative solutions,\u201d said Ferraro. \u201cLike with our new in-plan guaranteed income products, we are focused on helping to meet the evolving needs of our partners and plan sponsors, while helping our participants save for and achieve the retirement they envision.\u201d\n<\/p>\n<p><b>About Lincoln Financial Group<\/b><\/p>\n<p>\nLincoln Financial Group provides advice and solutions that help people 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, and 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 $281 billion in end-of-period account values as of September 30, 2020. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index, and rank among <i>Forbes\u2019 <\/i>World\u2019s Best Employers, Best Large Employers, Best Employers for Diversity, and Best Employers for Women, and <i>Newsweek\u2019s<\/i> Most Responsible Companies. Learn more at: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.LincolnFinancial.com&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=LincolnFinancial.com&amp;index=4&amp;md5=ed25abe790b75114a0c5b3b902b270e5\">LincolnFinancial.com<\/a>. Follow us on <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.facebook.com%2Flincolnfinancialgroup&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=Facebook&amp;index=5&amp;md5=f3543c194db459dd1d6bf683e4547c7a\">Facebook<\/a>, <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fmobile.twitter.com%2Flincolnfingroup&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=Twitter&amp;index=6&amp;md5=643037df7b5e3a03cf40553922af51ab\">Twitter<\/a>, <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4307%3FtrkInfo%3Dtas%253Alincoln%2Bfinancial%252Cidx%253A3-1-3%26trk%3Dtyah&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=LinkedIn&amp;index=7&amp;md5=cc949522584ee0c6233047997e1fb91e\">LinkedIn<\/a>, and <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.instagram.com%2Flincolnfingroup%2F&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=Instagram&amp;index=8&amp;md5=d6d5463b5e2fbf7a4d778651955eefd7\">Instagram<\/a>. Sign up for email alerts at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fnewsroom.lfg.com&amp;esheet=52359741&amp;newsitemid=20210111005738&amp;lan=en-US&amp;anchor=http%3A%2F%2Fnewsroom.lfg.com&amp;index=9&amp;md5=086da75d708a4985af8dc60532e7aa6f\">http:\/\/newsroom.lfg.com<\/a>.\n<\/p>\n<p><sup>1<\/sup> Cerulli Associates. U.S. Defined Contribution Distribution 2019: Opportunities for differentiation in a competitive landscape, 2019\n<\/p>\n<p><sup>2<\/sup> Blanchett, David, Dan Bruns, and Nathan Voris. \u201cThe Impact of the Default Investment Decision on Participant Deferral Rates: Managed Accounts vs. Target-Date Funds,\u201d Morningstar\u00ae, October 17, 2016<br \/>\n<\/p>\n<p>\nLCN-3381574-122320\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210111005738r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20210111005738\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210111005738\/en\/<\/a><\/span><\/p>\n<p><b>Media:<br \/>\n<\/b><br \/>Lucy MacNichol<br \/>\n<br \/>(484) 655-4410<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:Lucy.MacNichol@lfg.com\">Lucy.MacNichol@lfg.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Pennsylvania United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Professional Services Small Business Other Professional Services Finance Consulting Banking<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210111005738\/en\/398522\/3\/LFG-B-HORZ_202_K.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts New Service Builds on Innovation in Custom Asset Allocation Products to Support Financial Professionals\u2019 and Plan Sponsors\u2019 Plan Design RADNOR, Pa.&#8211;(BUSINESS WIRE)&#8211;Lincoln Financial Group (NYSE: LNC) today announced it has added an Advisor Managed Accounts service, which gives a retirement plan\u2019s registered investment advisor (RIA) the ability to create the underlying plan-specific investment portfolios and leverage the proprietary portfolio assignment process from Morningstar Investment Management LLC. These personalized investment programs, offered through the Lincoln Alliance\u00ae program, enable the RIA to use information about each plan participant \u2013 such as age and plan balance \u2013 to create the portfolios used by the program. \u201cThe Advisor Managed Accounts service complements and builds &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-412191","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts New Service Builds on Innovation in Custom Asset Allocation Products to Support Financial Professionals\u2019 and Plan Sponsors\u2019 Plan Design RADNOR, Pa.&#8211;(BUSINESS WIRE)&#8211;Lincoln Financial Group (NYSE: LNC) today announced it has added an Advisor Managed Accounts service, which gives a retirement plan\u2019s registered investment advisor (RIA) the ability to create the underlying plan-specific investment portfolios and leverage the proprietary portfolio assignment process from Morningstar Investment Management LLC. These personalized investment programs, offered through the Lincoln Alliance\u00ae program, enable the RIA to use information about each plan participant \u2013 such as age and plan balance \u2013 to create the portfolios used by the program. \u201cThe Advisor Managed Accounts service complements and builds &hellip; Continue reading &quot;Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2021-01-11T15:03:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210111005738r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts\",\"datePublished\":\"2021-01-11T15:03:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\\\/\"},\"wordCount\":655,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20210111005738r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\\\/\",\"name\":\"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/","og_locale":"en_US","og_type":"article","og_title":"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts - Market Newsdesk","og_description":"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts New Service Builds on Innovation in Custom Asset Allocation Products to Support Financial Professionals\u2019 and Plan Sponsors\u2019 Plan Design RADNOR, Pa.&#8211;(BUSINESS WIRE)&#8211;Lincoln Financial Group (NYSE: LNC) today announced it has added an Advisor Managed Accounts service, which gives a retirement plan\u2019s registered investment advisor (RIA) the ability to create the underlying plan-specific investment portfolios and leverage the proprietary portfolio assignment process from Morningstar Investment Management LLC. These personalized investment programs, offered through the Lincoln Alliance\u00ae program, enable the RIA to use information about each plan participant \u2013 such as age and plan balance \u2013 to create the portfolios used by the program. \u201cThe Advisor Managed Accounts service complements and builds &hellip; Continue reading \"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/","og_site_name":"Market Newsdesk","article_published_time":"2021-01-11T15:03:45+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210111005738r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts","datePublished":"2021-01-11T15:03:45+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/"},"wordCount":655,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210111005738r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lincoln-financial-adds-personalized-retirement-service-with-advisor-managed-accounts\/","name":"Lincoln Financial Adds Personalized Retirement Service With Advisor Managed Accounts - 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