-- Lincoln Unifier(SM), a part of Lincoln 403(b)e SURE(SM) Advantage, is a
tool that provides the information needed to ensure compliance.
-- People, product and tools combine to provide an experience that is
greater than the sum of its parts.
-- A service model that is easy for employers to navigate.
One of the cornerstones of the Lincoln 403(b)e SURE(SM) Advantage, is the Lincoln Unifier(SM) Service, a comprehensive suite of services designed to help employers meet the administrative burden of bringing their plan into compliance with the sweeping changes in the 403(b) regulations.
"In this new era of 403(b) plans, employers need more than just products to help them navigate the new regulations," said James Racine, AVP, Defined Contribution Strategy, Lincoln Employer Markets. "They need guidance, expertise, and the right tools. These tools include plan document services, common remitter administration, compliance services, consolidated reporting and a company with the resources to ensure they are compliant with the new regulations."
Lincoln Financial Group, with 40 years of experience in the 403(b) plan marketplace, manages nearly $22 billion in 403(b) plan assets and is ranked fifth by recordkeeping assets in 403(b) plans.(2) More than one million American workers are enrolled in employer-sponsored retirement programs and products provided by Lincoln Financial.(3)
Resources available to plan sponsors and participants through Lincoln 403(b)e SURE(SM) Advantage include representatives specializing in key disciplines such as Law, Compliance, and Account Management. The solution also includes products and programs for retirement plans of all sizes; from micro- to small to mid- to large-case to accommodate employer's retirement plans as their organization grows.
The Lincoln 403(b)e SURE Advantage offers tools including plan document
services, including a sample document f
|SOURCE Lincoln Financial Group|
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