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Portland Community College

Lincoln Financial Group by Lincoln National Corporation

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 - 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 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

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.

 

Lincoln Financial Group by Lincoln National Corporation Plan Number

When contacting Lincoln Financial Group or its local contacts, have ready your PCC - Lincoln Financial Group by Lincoln National Corporation PLAN OR GROUP NUMBER: GP40111

PCC Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

Lincoln Financial Group by Lincoln National Corporation has signed a Direct Information Sharing Agreement with PCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into PCC 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

PCC does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Lincoln Financial Group by Lincoln National Corporation does not require any monthly contribution amount .

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

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Lincoln Financial Group to request your form.