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Lincoln Financial appoints Todd Lacey as Senior Vice President, Head of Institutional Sales for Retirement Plan Services

  • Lincoln Financial Group appointed Todd Lacey as Senior Vice President, Head of Institutional Sales for Retirement Plan Services.
  • Lacey will lead the institutional sales organization with a focus on deepening consultant relationships & supporting long-term growth.
  • He joins Lincoln from Financial Finesse, where he served as President of the independent financial wellness firm.
  • Lacey brings over 25 years of industry experience, including prior roles as Chief Revenue Officer at Stadion Money Management.
  • His background includes senior leadership positions at Transamerica & founding The (k)larity Group.
  • Jason Crane, President of Retirement Plan Services, stated Lacey's expertise will strengthen Lincoln's position in the retirement market.
  • Lacey holds a bachelor's degree in psychology from Miami University.
  • As of December 31, 2025, Lincoln Financial reported approximately 17 million customers & $349 billion in end-of-period account balances.