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Welcome to the University of Georgia Voluntary Retirement Plan Web site Lincoln has created for University of Georgia employees. The University of Georgia 403(b) and 457(b) Deferred Compensation Plans are available to all UGA employees in addition to the mandatory retirement plans.
This Web site is to acquaint you with the Retirement Plans, provide basic information on key features of the programs and instruct you how to enroll with Lincoln Financial Group, an authorized carrier.
Unique Features of the Lincoln Alliance Plan
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Access to Vanguard, American Funds, and other fund families
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No front-end or back-end sales charges
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No surrender fees
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No annual administrative fee
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Guaranteed minimum 3% rate on the Lincoln Stable Value Account
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Local Athens representatives
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Low Average Fund expenses (.19% - 1.21%)
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No M&E charges
Click here to learn how to contact your local representative.
Click here to view a recent fund performance and expense table, and fund descriptions.
The information in this Web site is general in nature and may be subject to change. Neither Lincoln Financial Group nor any of its agents can give tax or legal advice. Applicable laws and regulations are complex and subject to change. For legal and tax advice concerning your particular situation, please consult your attorney or tax professional.
Lincoln representatives are available to help you with information regarding the University Programs, as are registered representatives of Lincoln Financial Advisors Corp.
Lincoln Financial Group is proud to be among the select providers chosen to serve University of Georgia Retirement Programs.
Annuities are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN. Mutual funds and variable annuities are offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor, member SIPC, 1300 South Clinton Street, Fort Wayne, IN.
Lincoln Financial Group, in conjunction with the University of Georgia, has provided this Web site as a service to you, an employee (past or present) of University of Georgia. This Web site is not meant to take the place of your Summary Plan Documents or your Human Resources Department.
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