Product Details



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Retirement Solutions
Product ID: 20

Vendor:
Lincoln Investment, LLC
Type:
Mutual Fund 


$172
1.07%
None
Yes
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(800) 242-1421
 E-mail:
Send Email
Mailing Information  Address:
Lincoln Investment
601 Office Center Drive
Suite 300
Ft. Washington, PA 19034
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Retirement Solutions is a 403(b)(7) custodial account that offers a wide range of mutul fund investment options. See "funding options" for available choices

Select the topics below to expand and view additional product details


To make your retirement goals a reality you need an investment program that can provide a comprehensive foundation for helping you establish and grow your investment portfolio. A Lincoln Investment Financial Advisor will work with you to meet these objectives. The program offers a wide range of investment choices and the on-going support you need to develop and sustain a long-term strategy.

Loans from your account are available, assuming your employer's plan document permits, up to the amount permitted by law. All loan repayments, including all principal and interest, are credited back to your account.

Yes, hardship withdrawals are available up to the amount permitted by law.

A letter is sent to all participants approaching age 72 (70 1/2 prior to 2020), reminding them of the need to begin taking distributions. We will calculate the required amount, but will only issue distributions once the participant has made the request.

Yes


All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees

$60.00 At the time account is closed Flat Dollar Amount Yes No Yes
Fee Waiver
A one time termination fee of $60 will be assessed only if all accounts at Lincoln Investment Planning are closed. The fee is waived if the account is rolled into an IRA at Lincoln Investment Planning, Inc.

$16.25 Quarterly Flat Dollar Amount Yes No Yes
Fee Waiver
This platform fee is only assessed on one account, regardless of the number of mutual funds. An individual or an entity establishing his/her first account on the Solutions platform will be waived of the Solutions Platform Fee if the value of the investor’s new Solutions accounts, in aggregate, are under $5,000. Investors with balances under $5,000 will continue to be eligible for the platform fee waiver for a maximum of eight (8) calendar quarters, or until the aggregate value of the investor’s accounts on the Solutions platform exceed $5,000, whichever occurs first

Funding Options


Fixed Investment Options

Variable Investment Options


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