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
Web Homepage
Lincoln Investment Homepage may be accessed here .
Product Information
Click the link(s) below for information on Lincoln Investment investment products:
Fee Information
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.
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.
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.
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Lincoln Investment Planning, Inc
- Newberg 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 Newberg - Lincoln Investment Planning, Inc PLAN OR GROUP NUMBER: To Be Determined
Newberg EIN
When contacting Lincoln Investment or its local contacts, you may require the Newberg EIN: 936001119
Newberg 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 Newberg 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 Newberg 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Newberg
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
The following forms which may be PDFs or online submittals:
Please contact Lincoln Investment to request any other type of forms you might need.
Newberg Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the Newberg 403(b) Plan and much more on the Newberg Information Page, available by clicking here.
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