Communications from Lincoln Financial Group

Why you’re receiving communication from Lincoln Financial Group

You have two vendor choices

Our retirement plan offers you a choice of two recordkeeping vendors for your account: Lincoln Financial Group and TIAA. You can access your account information and will receive participant communications from either Lincoln or TIAA, depending on the vendor you choose.

Lincoln is the administration recordkeeper

Lincoln is also the lead administration recordkeeper for the plan. In this role, Lincoln provides the plan documents and amendments, performs required compliance testing, and distributes required regulatory notices. This ensures the plan is in compliance with Department of Labor and Internal Revenue Service regulations.

All participants receive communication from Lincoln

As a result, all plan participants (whether your account is with Lincoln or TIAA) will receive administrative notifications from Lincoln. These include a welcome letter, Initial Paper Notice (IPN), and Notice of Internet Availability (NOIA). All plan participants who are eligible and/or have a plan balance are required to receive these notifications.

For more information

If you have questions about your account or the notifications you’re receiving from Lincoln, please contact the Lincoln Customer Contact Center. Representatives are available Monday through Friday between 8:00 a.m. and 8:00 p.m. Eastern at 800-234-3500. You can also meet with your dedicated Lincoln retirement consultant, Richard Phelan, for answers to your account questions and to discuss retirement planning topics important to you. To make an appointment, contact Richard at 877-562-4738 or Richard.Phelan@LFG.com. 

Please visit LincolnFinancial.com/Retirement for more information.