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.
Phone: (800) 242-1421 x5555
Lincoln Investment Planning, Inc (aka: Lincoln Investment) Web Homepage
Lincoln Investment Homepage may be accessed here .
Click the link(s) below for information on Lincoln Investment investment products:
Click the link(s) below for information on the fees associated with Lincoln Investment accounts:
403(b) Investment Options
Lincoln Investment offers the following type(s) of 403(b) investment option:
Roth 403(b) Contribution Policy
Lincoln Investment does NOT accept Roth 403(b) contributions.
Investment products of Lincoln Investment are marketed using the following approaches:
- End of List Declared by Lincoln Investment
Helpful Employee Resources
Lincoln Investment provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
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.
Lincoln Investment Planning, Inc (aka: Lincoln Investment) - Bend-La Pine Schools Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
Lincoln Investment Planning, Inc Plan Number
When contacting Lincoln Investment or its local contacts, have ready your Bend-La Pine Schools - Lincoln Investment Planning, Inc GROUP NUMBER: To Be Determined
Bend-La Pine Schools EIN
When contacting Lincoln Investment or its local contacts, you may require the Bend-La Pine Schools EIN: 936000393
Bend-La Pine Schools Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Lincoln Investment on Bend-La Pine Schools list of authorized vendors.
Request Additional Information from Lincoln Investment Planning, Inc
Contact Lincoln Investment directly if you have additional questions about Lincoln Investment products or services.
Information Sharing Agreement, If Applicable
Lincoln Investment Planning, Inc has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Bend-La Pine Schools 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Bend-La Pine Schools
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
Lincoln Investment Planning, Inc
does not require any monthly contribution amount
Vendor Forms and Online Submissions Links
Lincoln 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.
Bend-La Pine Schools Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Bend-La Pine Schools 403(b) Plan and much more on the Bend-La Pine Schools Information Page, available by clicking here.