Employer Services

Lincoln Investment values the trust that investors and employers place in our products, programs and services.

We have dedicated substantial resources to support your plan and our long-term relationship. Lincoln Investment's seamless employer service delivers:

Plan Evaluation and Design

Public Schools

  • Common remitting services
  • 403(b) and 457(b) plan record keeping
  • Design and implementation of 403(b) employer contributions
  • Design and implementation of Roth 403(b) contributions

For-Profit Employers

  • 401(k) plans
  • SEP
  • SIMPLE IRAs
  • Profit Sharing
  • Other qualified plans

Not-for-Profit Employers

  • ERISA and non-ERISA 403(b) plans
  • SIMPLE IRAs
  • 401(k) plans

Services to All Employers May Include:

Investment selection and performance monitoring

  • Investment asset management programs
  • Employee enrollment and education
  • Initial and on-going employee communications support
  • Administration and record-keeping
  • Non-qualified, deferred compensation strategies
  • Skilled financial representatives to assist you