PLAN SPONSOR SERVICES
Sponsoring a 403(b) retirement plan
Being a plan sponsor used to be as simple as designating which financial service companies' products and programs you'd like to have available to your employees. This changed as of
January 1, 2009, with the new 403(b) regulations.
The plan sponsor role has significantly increased with respect to:
- Investments
- Transfers
- Documentation
- Administration
- Participant disclosures
As one of the ten largest retirement providers,* Lincoln is well positioned to help keep your plan in compliance with the new regulations, and your role as a plan sponsor simple.
Lincoln plan sponsor benefits and services include:
- Fiduciary assistance
- Competitive pricing
- Comprehensive education and communications
Ready to get started?
Go with a proven leader; Lincoln can assist you in complying with the new regulations and consolidating and maintaining data from multiple providers on one Web site.
Existing clients can complete and return our Request to Use form. If you are not a current client, you can contact us by calling 877 ASK-LINCOLN, (877 275-5462 week days, 8:00 a.m. to 6:00 p.m. ET).
- Request to use Lincoln Unifier® Service
- Lincoln Information Sharing Agreement
- Sample Information Sharing Agreement
The Lincoln 403(b)e SURESM Advantage
Review the materials below and contact your advisor with any questions you may have. Let us show you how we can help keep your retirement program simple.
- 403(b) Plan Sponsor Overview
- 403(b) Plan Sponsor Questionnaire
- Lincoln 403(b)e SURESM Advantage Press Release
- Lincoln Unifier® Service
- New 403(b) Retirement Plan Rules — Media Backgrounder
Overview of Form 5500 requirements for ERISA 403(b) plans
Lincoln recently released a comprehensive overview of the new rules in effect for 2009 plan-year filings. The overview details four major changes:
- Electronic filing will be mandatory.
- An independent audit will be required for plans with 100+ participants.
- The new Form 5500 is going to be significantly more complex.
- Fees will be reported on a new Schedule C.
Watch this presentation to learn more about these sweeping changes and how Lincoln is prepared to help you.
Final 403(b) Regulations
* 2009 PLANSPONSOR magazine survey, as measured by total number of full-service plans.
