Lincoln Financial Group’s Retirement Plan Services has announced enhancements to its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program. The Ibbotson Insight Series now offers three preset lineups and, for plans looking to select their own funds, more than twice as many investment options. According to a press release, the investment lineups address the individual investment preferences of participants based on an employer’s workforce demographics and can also include target-date and Qualified Deferred Investment Alternative (QDIA) investment options.
The three enhanced workforce fund lineups vary by complexity and investment preference and are distinguished by the number of investment options, percentage of equity options, number of alternative strategies and investment mandates. Workforce profiles are used to help plan sponsors and advisors determine the investment lineup that best matches their organization’s workforce characteristics, including financial literacy, investment experience, sponsor-driven education efforts, participant engagement, time horizon and investment preferences.
