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Lincoln Financial Group by Lincoln National Corporation
(aka: Lincoln Financial Group)
Vendor General Information

This Vendor Page has not been approved by Lincoln Financial Group by Lincoln National Corporation,
but the information provided should be useful to you.

Lincoln Financial Group by Lincoln National Corporation (aka: Lincoln Financial Group) - General Status

Lincoln Financial has signed an amended CCC ISA that is Direct in nature due to Lincoln's requirement that Employers return a “Letter of Direction” and an “Indemnification Agreement” for the agreement to be honored. Employers may complete these documents by clicking on the "Exchanges and Transfers" link in the left-hand navigation menu, then see the Lincoln Financial link under the heading "Vendors with Individual Direct to District ISAs" for more information.

Lincoln Financial Group by Lincoln National Corporation (aka: Lincoln Financial Group) Web Homepage

Lincoln Financial Group Homepage may be accessed here .

Product Information

Click the link(s) below for information on Lincoln Financial Group investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Lincoln Financial Group accounts:

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403(b) Investment Options

Lincoln Financial Group offers the following type(s) of 403(b) investment option:

  • Variable Annuities with a Fixed Account
  • Variable Annuities without a Fixed Account
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Roth 403(b) Contribution Policy

Lincoln Financial Group accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of Lincoln Financial Group are marketed using the following approaches:

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Helpful Employee Resources

Lincoln Financial Group 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 Financial Group, please visit our General Lincoln Financial Group by Lincoln National Corporation 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 Financial Group by Lincoln National Corporation has supplied the following forms which may be PDFs or online submittals:

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

 

Employers for which Lincoln Financial Group by Lincoln National Corporation (aka: Lincoln Financial Group) is Eligible to Receive Contributions

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

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

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

Important: The list below represents those Employers in whose 403(b) Plans Lincoln Financial Group is eligible to receive exchanges, transfers, and rollover contributions because Lincoln Financial Group has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which Lincoln Financial Group 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 Financial Group is classified as an Orphaned Vendor:

Employers for which Lincoln Financial Group 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 Financial Group is a Deselected Vendor.

Employers for which Lincoln Financial Group is a Grandfathered Vendor

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

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

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