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Eugene Public Schools

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.

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

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

If available, CCC has linked the vendor's educational resources below:

  • Lincoln Investment 403(b) Consumer Education Page
  • Lincoln Investment Calculators

    Eugene 4J Status

    This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

    Eugene 4J Plan Number

    When contacting Lincoln Investment to open an account, please reference Plan Number: To Be Determined

    Eugene 4J Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

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

    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.