INVESTORS ADVISORS EMPLOYERS ABOUT US LOGIN FIND ADVISOR .svg-emp{fill:#2d7798} A financial future for your employees The retirement plan you offer to your employees is one of the most valuable benefits they have — and one of the most important tools you have for rewarding and retaining your workforce. For over 50 years, our primary focus has been the employees of public schools and not-for-profit employers. We specialize in employer sponsored retirement plans and provide retirement solutions that help employees achieve long-term financial well-being. “ Lincoln provides me with various plan and investment options and educational materials to teach your employees the importance of saving for retirement. Lynn Craig, CFP® Financial Advisor Services and Plans We have dedicated substantial resources to support your plan and our long-term relationship. Over the years, we have expanded our focus to include products and services for both non-profit and for-profit employers. .svg-ps1,.svg-ps2{fill:none;stroke:#f3b318;stroke-width:2;stroke-linecap:round;stroke-linejoin:round;stroke-miterlimit:10}.svg-ps2{stroke:#2b7798} Public Schools We work with over 4,000 employers nationwide, and have helped employees of educational institutions invest in their retirement with pre-tax salary deferrals for over 50 years. Educate employees 403(b) and 457(b) plan record keeping No proprietary mutual funds or annuities Design and implementation of 403(b) employer contributions Our advisors adhere to NTSA Certified Retirement Education Specialist (CRES) code of conduct .svg-pe1,.svg-pe2{fill:none;stroke:#2b7798;stroke-width:2;stroke-linecap:round;stroke-linejoin:round;stroke-miterlimit:10}.svg-pe2{stroke:#f3b318} For-Profit Employers We work with small and mid-sized companies to match the retirement plan that best meets their needs. Our advisors have access to over 40 plan providers to help find the right combination of price and service. 401(k) plans SEP SIMPLE IRAs Profit Sharing Other qualified plans .svg-npe1{fill:none;stroke:#2b7798;stroke-width:2;stroke-linecap:round;stroke-linejoin:round;stroke-miterlimit:10} Not-for-Profit Employers For some employers, establishing a retirement plan may be too heavy a lift for their budget. We can help you review the options. Most plans can be set up with little or no administrative expense to your organization. ERISA and non-ERISA 403(b) plans SIMPLE IRAs Simplified Employee Pension (SEP) plans Investment Selection and Performance Monitoring Services to all employers may include: 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 Why Pre-Tax Salary Deferral Plans? Pre-Tax Salary Deferral Plans are designed to help minimize the federal taxes due on income received or on wages paid. For over 50 years, Lincoln Investment has specialized in offering tax-deferred plans to both employers and their employees. LEARN MORE Employer Inquiry * Indicates require fields Name * Email * Phone School District * State * Alabama Alaska American Samoa Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Federated States of Micronesia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Marshall Islands Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Northern Mariana Islands Ohio Oklahoma Oregon Palau Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virgin Island Virginia Washington West Virginia Wisconsin Wyoming Message * SUBMIT Let's Talk Let us help you fulfill your promise of a sound financial future to your employees. We hope that you will join the more than 4,000 other employers who have established a plan with us. Jessica L. Kovachik, CRPS®, AIF®, CRES Chartered Retirement Plan SpecialistSM Certified Retirement Education Specialist (800) 242-1421 x1006 retirementplans@lincolninvestment.com Quick Links Find an Advisor Products & Services Resources Careers News Disclosures Prospectuses Site Map Connect Contact Us Lincoln Investment 601 Office Center Drive, Suite 300 Fort Washington, PA 19034 800-242-1421 Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. © 2021 Lincoln Investment Legal Disclaimer Privacy Policy Accessibility