PLAN SPONSOR SERVICES

Lincoln 403(b)e SURESM Advantage

Sponsoring a 403(b) retirement plan has been relatively simple for decades. Most employers designated which financial service companies' products and programs would be available to their employees. But that is changing in 2009.

New 403(b) regulations, the first in 40 years, will significantly increase your role as a plan sponsor with respect to:

  • Investments
  • Transfers
  • Documentation
  • Administration
  • Participant Disclosures

Lincoln Financial Group, one of the five largest providers in the 403(b) marketplace*, is well positioned to help keep your plan in compliance.

Review the materials below and contact your Lincoln Financial Representative with any questions. Let us show you how we can help make your retirement program remain simple.

Are You Ready to Get Started?

Go with a proven leader; Lincoln Financial Group is willing to assist you in complying with the new regulations and consolidating and maintaining data from multiple providers on one Web site. Current Lincoln Financial Group clients can complete and return our Request to Use form to start today. If you are not a current client, You can contact us by calling 877 ASK-LINCOLN, (877 275-5462 Weekdays, 8:00 a.m. to 6:00 p.m. ET).

Final 403(b) Regulations

Lincoln 403(b)e SURESM Webcasts

We would like to invite you to attend one of our Webcasts, where we will discuss the new regulations and Lincoln 403(b)e SURESM Advantage. Please join at least fifteen minutes early to register and download any necessary streaming media software. A replay will be available after each event for one year.


* June 2007 PLANSPONSOR Recordkeeping Survey

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Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.




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