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
  • Single payroll slot as a portal to multiple investments
  • Common remitting services
  • 403(b) and 457(b) plan design and administrative services
  • Design and implementation of 403(b) employer contributions
  • Design and implementation of Roth 403(b) contributions
• Not-for-Profit Employers
  • ERISA and non-ERISA 403(b) plans
  • Alternative plan design such as paired SEP/403(b) programs
  • SIMPLE IRAs
  • 401(k) plans
• For-Profit Employers
  • 401(k) plans
  • SEP
  • SIMPLE IRAs
  • Profit Sharing
  • Other qualified plans

• 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

Learn about these advantages in depth:

Payroll services Employee education