The Lincoln Financial Group is aligning its Retirement Plan Services and Group Benefits business lines to form a broader Workplace Solutions group to serve the employer market, according to a Dec. 8 announcement.
The new business line will be under the leadership of Jamie Ohl (photo below), who will serve in an expanded role as Executive Vice President, President of Workplace Solutions and Head of Life and Annuity Operations. Ohl, who has nearly 30 years of financial services experience spanning a variety of areas, joined Lincoln Financial in 2015 to lead the Retirement Plan Services business and later took on responsibility for Life and Annuity Operations. 
“This newly aligned group is organized around our employer clients—and we are focused on continuously improving the customer experience for those clients and the policyholders and plan participants we serve,” said Dennis R. Glass, Lincoln Financial Group’s President and Chief Executive Officer. “I have the utmost confidence in Jamie’s leadership as we enter this next chapter. She has demonstrated success in driving business results, and in building a superior and unique customer experience.”
The firm notes that these two core business lines offer a variety of products and services to employers and their employees, including employer-sponsored retirement plans, holistic financial wellness offerings, in-plan guaranteed income and stable value solutions, and financial protection solutions. The firm says that it plans to maintain its current product and service offerings in these areas, but notes that aligning these two business lines will better drive collaboration and innovation, and improve the customer experience.
