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:

• Profiles
• Prospectuses
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403(b) Investment Options

Lincoln Investment offers the following type of 403(b) investment option:

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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.

Lincoln Investment Planning, Inc (aka: Lincoln Investment) - 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 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.

• Main Online Company Contact Info

Request Additional Information from Lincoln Investment Planning, Inc

Contact Lincoln Investment directly if you have additional questions about Lincoln Investment products or services.

Lincoln Investment has not provided us with any online contact methods. The moment they do, we'll post them here.

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

Lincoln Investment Planning, Inc has supplied the following forms which may be PDFs or online submittals:

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Please contact Lincoln Investment to request any other type of forms you might need.

Newberg Vendor Information Page

Information 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.