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403(b) Regulatory Response Resources
Although 95% of the new regs are not surprising given the proposed regulations, the new rules may dramatically increase your role in governing investments, transfers, documentation, administration and employee disclosures.
| At Lincoln Investment, we believe that — with the right partner — complying with the new regulations should not be unduly burdensome for employers. We are here to help you understand the impact of the new regulations, find the best
solution for your specific needs and assist you in achieving and maintaining full compliance with the law.
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We have developed tools for you that include:
Lincoln Investment has the resources to help you manage this transition by providing:
- Trained financial representatives to serve as your consultant during implementation — and as retirement planning and investment advisors to your employees
- A technical services division with 403(b) experts available to help you understand and apply the new rules
- Sample Plan Document and Service Provider Agreements
- Independent mutual fund programs
that easily comply with the new regs
We invite you to contact your Lincoln Investment representative to set up a meeting. Not currently working with us? Use the Branch Finder (also on the top right of every web page) to locate a Lincoln Financial representative near you.
 Why Lincoln
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