News Article

Tuesday, January 2, 2018

Did you know -- your retirement plan beneficiary is a separate designation than other benefits?

Have you designated a beneficiary for your Lincoln Financial Group retirement plan? This is a separate designation from what you make for other benefits such as life insurance or disability benefits, but it’s just as important!

We know your life is constantly changing. That’s why it’s important to take a few minutes once a year to make sure your important financial decisions still make sense. In particular, do you know where your workplace retirement plan savings will go when you pass away?



You can review your retirement plan beneficiary at It just takes a few minutes to log in to your retirement plan website so you can ensure your savings go where they should – to your loved ones, a favorite charity, or wherever you’ve chosen. This step is especially important if you’ve had a recent life event, such as getting divorced, getting married or welcoming a child into your family.



For a limited time only, Mountain States is offering an expedited beneficiary designation process. Just complete a few simple steps and ensure your hard-earned money goes where you want it to go! Click here to get started.

If you have additional questions or want to discuss your options for choosing beneficiaries, schedule a one-on-one appointment with your Lincoln Financial retirement consultant, Mickey Byrd or Lauren Kirkland, by visiting