Lincoln Financial Taps Retirement Industry Veteran to Lead Institutional Sales
Event summary
- Todd Lacey appointed Senior Vice President, Head of Institutional Sales for Lincoln Financial’s Retirement Plan Services (RPS) on March 23, 2026.
- Lacey brings 25+ years of retirement industry experience, including leadership roles at Financial Finesse, Stadion Money Management, and Transamerica.
- His focus will be on deepening consultant relationships and supporting long-term growth for Lincoln’s retirement business.
- Lincoln Financial manages $349 billion in end-of-period account balances as of December 31, 2025.
The big picture
Lincoln Financial’s appointment of Todd Lacey underscores its strategic emphasis on institutional sales within the retirement sector. The move comes amid heightened competition in the retirement services market, where deepening consultant relationships and driving long-term growth are critical. With $349 billion in AUM, Lincoln is positioning itself to strengthen its market share through targeted leadership hires.
What we're watching
- Consultant Relationships
- How Lacey’s focus on deepening consultant relationships will impact Lincoln’s market positioning.
- Revenue Growth
- Whether Lacey’s track record of building high-performing sales teams can drive long-term revenue growth for Lincoln’s retirement business.
- Industry Trends
- The pace at which Lincoln can adapt to evolving retirement industry dynamics under Lacey’s leadership.