Lincoln Investment Planning, Inc (aka: Lincoln Investment) - General Status
Lincoln Investment Planning, Inc. is an independent full-service broker/dealer serving the retirement investment needs of educators and employees of non-profit organizations since 1968. See below to contact a Lincoln Investment financial representative to assist you with your TSA retirement investment plan and to help grow your retirement assets.
Email: inquiries@lincolninvestment.com
Phone: (800) 242-1421 x5555
Web: http://www.lincolninvestment.com/about/finrep.cfm
Lincoln Investment Planning, Inc (aka: Lincoln Investment) Web Homepage
Lincoln Investment has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Lincoln Investment, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Lincoln Investment to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Lincoln Investment offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Lincoln Investment does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Lincoln Investment are marketed using the following approaches:
- End of List Declared by Lincoln Investment
Helpful Employee Resources
Lincoln Investment has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Lincoln Investment provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Lincoln Investment, please visit our General Lincoln Investment Planning, Inc Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Vendor FormsLincoln Investment Planning, Inc has supplied the following forms which may be PDFs or online submittals: Please contact Lincoln Investment to request any other type of forms you might need.
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Employers for which Lincoln Investment Planning, Inc (aka: Lincoln Investment) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment holds an Inactive Payroll Slot:
Employers for which Lincoln Investment is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment is eligible to receive exchanges, transfers, and rollover contributions because Lincoln Investment has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which Lincoln Investment is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Lincoln Investment is classified as an Orphaned Vendor:
Employers for which Lincoln Investment is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Lincoln Investment is a Deselected Vendor.
Employers for which Lincoln Investment is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment is classified as a Grandfathered Exchange Vendor:
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