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403(b) Employer Options Kit
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Lincoln Investment has developed the 403(b) Employer Options Kit to assist you in selecting the best option for plan administration for your district. The kit is an employer decision-making tool that identifies the range of available 403(b) administrative choices with an assessment of the pros and cons of each. It includes:
- Decision-making process
- Options
- Do-It-Yourself/Hybrid
- Vendor Supervising Other Vendors
- Product-Independent TPA
- Exclusive arrangement with Lincoln Investment
- Decision-making criteria
- Pros and cons of each option
- "How do I choose?" checklist
- Explanation of what is required of an employer under each option
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You can view the kit here. If you would like a copy of the kit or would like to discuss your options, please contact your Lincoln Investment branch office. If you are not currently a Lincoln Investment client, you can locate an office using the "Find a Lincoln Investment branch near you" drop-down at the top of the right-hand column on this page.
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