Product Details



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Retirement Solutions Premier
Product ID: 162

Vendor:
Lincoln Investment, LLC
Type:
Mutual Fund 


$219
0.21%
None
No
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 no-load or load waived mutual funds with an asset based fee. In addition to the mutual funds listed under "funding options", all "A" share funds listed under the Retirement Solutions product are also available on a load waived basis in Premier.

Select the topics below to expand and view additional product details


All mutual funds are no-load or load waived funds.
No load mutual funds are included on the platform
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.
Our asset management services offer you a choice of several well-known asset managers who monitor the asset allocations, investment mix, and rebalancing functions in your portfolio. It offers a wide range of investment choices and the on-going support you need to develop and sustain a long-term strategy.
All investment options all dollar cost averaging
Available within the program at any time without cost.

Yes, to the extent permitted by law.

Permitted if the employer's plan document allows

Yes.

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 No
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 Yes Yes
Fee Waiver
Only one platform fee is charged regardless of accounts or the number of mutual funds in the custodial account
Breakpoint
N/A

$60.00 At the time of loan origination Flat Dollar Amount Yes No No
Fee Waiver
$60 loan initiation fee and $60 annual loan administration fee.

1.33% Annually Percentage of Annual Assets Yes Yes No
Fee Waiver
This fee is reduced by any 12b-1 fees paid by the mutual funds you select.
Breakpoint
1.33% on assets $0 to $500,000; 1.13% on assets $500,001 to $1,000,000; 0.93% on assets over $1,000,000

0.30% Annually Percentage of Annual Assets Yes Yes No
Fee Waiver
The add-on fee for optional asset management programs is 0.30% subject to the breakpoints listed below. See your Lincoln Investment financial representative or call (800) 242-1421 for details on available programs.
Breakpoint
0.30% on assets $0 to $500,000; 0.28% on assets $500,001 to $1,000,000; 0.25% on assets over $1,000,000.

Funding Options


Fixed Investment Options

Variable Investment Options


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