Our Plans and Products

Established in 1968, Lincoln Investment began with a focus on the retirement planning needs of educators and employees of non-profit organizations.

Over the years, we have expanded our focus to include products and services for both

non-profit and for-profit employers.

Our plans include:

  • 403(b) Plans
  • Roth 403(b) Plans
  • Enhanced TSA Plans
  • 457(b) Plans
  • IRAs
  • 529 College Savings Plans

We also offer access to 125 (Cafeteria) Plans.

For-Profit Employers

We can assist you with the design and implementation of a retirement plan whether it's a

401(k), SIMPLE IRA or SEP. To request additional information in a confidential format, please contact us.

Other Products, Programs and Services

Lincoln Investment financial representatives understand the important of helping investors create a solid financial plan for building wealth throughout their lifetimes. We offer investment products that provide flexibility, choice and risk management options, including:

  • SOLUTIONS from Lincoln Investment
  • Mutual Funds
  • Annuities: fixed and variable
  • Insurance
  • Risk Management Services
  • Individual Securities
  • Planning Services