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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.

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.

Landing Pages

Product and Fee Information

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

Marketing Information

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

Helpful Employee Resources

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

  • Lincoln Financial Group 403(b) Consumer Education Page
  • Lincoln Financial Group Calculators
  • To Be Determined

     

    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

    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:

    • End of List