Beyond Basic
Group Benefits

Times have changed and it’s become harder than ever to attract and retain top talent. The organizations that do attract “A Players” offer more than basic benefits – they offer a Total Rewards Package.

Therefore, in addition to helping you select the best retirement and insurance plans, we also help you design a Total Rewards Statement that shows the overall value your employees get; everything from base pay, incentives, benefits, work/life programs, learning programs and flex work arrangements.

We want to partner with you to help you develop a reputation that your nonprofit is a great organization to work for – not just because of your commitment to your mission but also to your most valuable assets, your team.

Group Retirement Plans

As advisors we guide you through the complex process of evaluating, selecting and implementing the best retirement plan for your organization. We’ve advised over 1,000 nonprofits which has given us a unique perspective on which plans work best in our industry.

We understand you want to have a reputation for providing great benefits, but you must also control your expenses. We can help you do both. If you want to work with a team of experts who can help you achieve your important goals then give us a call today.

Retirement Plan Services

Access to Latest Financial Technology Portals

Help with Evaluating Plan Service Providers

Educating and Supporting Plan Fiduciary/Committee

Help with Benchmarking Peer Groups

One-on-One Employee Enrollment and Investment Education

Help with Investment Reporting and Analysis

Participant Retirement Readiness Consulting

Help with Investment Policy Statement (IPS)

Participant Education On Plan Expenses and Fee Analysis

Group Insurance

We research and help you implement industry-leading group plans for health insurance. We also specialize in designing group life, short- and long- term disability and long-term care insurance programs that fit your needs and budget.

Most importantly, we help you navigate the complexities of new healthcare regulations so that you remain compliant while also making smart business decisions.

Executive Bonus Programs

We also specialize in 457(b) and 457(f) deferred compensation plans for nonprofit executives. In addition to helping your nonprofit organization enjoy all the tax benefits the government allows, we also want to make sure You and your executive team are taken care of too.

These executive bonus programs are available exclusively and nonprofit employees and provide many benefits beyond a traditional 401(k) or 403(b). Yet many nonprofit executives are not taking full advantage of these programs. We can help change that so, as an executive, you can protect more of your money.

Why Choose Us?

As independent advisors, we are not married to one vendor or company. This allows us the freedom to come up with solutions that are custom tailored for you. Our goal is not to sell you on any specific plan or program. Instead we find out what your objectives are and then come up with creative options to help you achieve them.

We personally enroll your team members instead of sending the vendor’s enrollers out. This allows us to meet one-on-one with every member of your team to review topics like: budgeting, debt reduction, college savings, insurance planning, investment planning, retirement income planning, tax planning, and even estate planning.

We offer more options than most firms. We work with insurance companies, mutual fund based platforms (Vanguard, Fidelty, etc.), ETFs, Full 360 payroll vendors (ADP, Paychex) etc. As your advocate we work with these companies and recommend the ones who are the best fit for your organization’s size and budget.

Our unique approach to Executive Bonus Programs allows us to not only find the right plans for your organization but also find creative ways to help your executive team avoid paying more taxes than necessary.


  • Traditional 403(b) and Roth 403(b) Retirement Plans
  • Traditional 401(k) and Roth 401(k) Retirement Plans
  • Profit Sharing Plans
  • Traditional and Roth IRA Rollover Programs
  • SIMPLE IRA and SEP IRA Plans
  • College Funding Programs
  • Executive 457(b) and 457(f) Deferred Compensation Plans
  • Defined Benefit Pension Plans
Not all services are offered through Lincoln Financial Advisors