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Linsco / Private Ledger (LPL)
(aka: Linsco Private Ledger)
Vendor General Information

This Vendor Page has not been approved by Linsco / Private Ledger (LPL),
but the information provided should be useful to you.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Linsco Private Ledger products:

Marketing Information

Investment products of Linsco Private Ledger are marketed using the following approaches:

Helpful Employee Resources

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

  • Linsco Private Ledger 403(b) Consumer Education Page
  • To Be Determined

     

    Employers for which Linsco / Private Ledger (LPL) (aka: Linsco Private Ledger) is Eligible to Receive Contributions

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

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

    Employers for which Linsco Private Ledger is Eligible to Receive Exchanges, Transfers, and Rollovers

    Important: The list below represents those Employers in whose 403(b) Plans Linsco Private Ledger is eligible to receive exchanges, transfers, and rollover contributions because Linsco Private Ledger has signed

    Employers for which Linsco Private Ledger 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 Linsco Private Ledger is classified as an Orphaned Vendor:

    • End of List

    Employers for which Linsco Private Ledger 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 Linsco Private Ledger is a Deselected Vendor.

    Employers for which Linsco Private Ledger is a Grandfathered Vendor

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

    • End of List

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

    • End of List