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Lincoln Investment Planning, Inc
(aka: Lincoln Investment)
Vendor General Information

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.

Email: inquiries@lincolninvestment.com
Phone: (800) 242-1421 x5555
Web: http://www.lincolninvestment.com/about/finrep.cfm

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
  • To Be Determined

     

    Employers for which Lincoln Investment Planning, Inc (aka: Lincoln Investment) is Eligible to Receive Contributions

    Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment holds an Active Payroll Slot:

    Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment holds an Inactive Payroll Slot:

    • End of List

    Employers for which Lincoln Investment is Eligible to Receive Exchanges, Transfers, and Rollovers

    Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment is eligible to receive exchanges, transfers, and rollover contributions because Lincoln Investment has signed CCC's Umbrella Information Sharing Agreement:

    Employers for which Lincoln Investment is an Orphaned Vendor

    An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Lincoln Investment is classified as an Orphaned Vendor:

    • End of List

    Employers for which Lincoln Investment is a Deselected Vendor

    Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Lincoln Investment is a Deselected Vendor.

    • End of List

    Employers for which Lincoln Investment is a Grandfathered Vendor

    Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment is classified as a Grandfathered Contribution Vendor:

    Important: The list below represents those Employers in whose 403(b) Plans Lincoln Investment is classified as a Grandfathered Exchange Vendor:

    • End of List