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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.

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 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:

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403(b) Investment Options

Lincoln Investment offers the following type(s) 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:

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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.

Vendor Forms and Online Submissions Links

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.

 

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:

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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:

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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.

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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:

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