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Banks School District

Lincoln Investment Planning, Inc

This Vendor Page has not been approved by Lincoln Investment Planning, Inc,
but the information provided should be useful to you.

Lincoln Investment Planning, Inc - 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 Landing Pages

Product and Fee Information

Click the link(s) below for information on Lincoln Investment products:

Marketing Information

Investment products of Lincoln Investment are marketed using the following approaches:

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.

 

Banks 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 Banks - Lincoln Investment Planning, Inc PLAN OR GROUP NUMBER: To Be Determined

Banks Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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 Banks 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Banks 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 .

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.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Lincoln Investment to request your form.