Tools for Employers

Lincoln Investment has developed these resources to assist you in understanding and complying with the new regulations.

New from Lincoln Investment

403(b) Employer Options Kit Lincoln Investment has developed the 403(b) Employer Options Kit to assist you in selecting the best option for plan administration for your district. The kit is an employer decision-making tool that identifies the range of available 403(b) administrative choices with an assessment of the pros and cons of each. It includes: Decision-making process Options Do-It-Yourself/Hybrid Vendor Supervising Other Vendors Product-Independent TPA Exclusive arrangement with Lincoln Investment Decision-making criteria Pros and cons of each option "How do I choose?" checklist Explanation of what is required of an employer under each option

If you would like a copy of the kit or would like to discuss your options, please contact your Lincoln Investment branch office. If you are not currently a Lincoln Investment client, you can locate an office using the "Find a Lincoln Investment branch near you" drop-down at the top of the right-hand column on this page.

• Mutual Funds Exiting 403(b) Market; We Can Help

News from International ASBO
(Association of School Business Officials)

• FAQs: Fiduciary Issues and the Final 403(b) Regulations

News from PASBO
(Pennsylvania Association of School Business Officials)

Lincoln Investment is proud to be part of the PASBO 403(b) Task Force. The following documents were created jointly by Task Force members:

• 403(b) Primer
• RFP for 403(b) TPA
• Common Plan Document Adoption Agreement
• Common Plan Document

Lincoln Investment Analysis Why and How To Select an Independent TPA Checklist for Selecting a TPA Our Evaluation of Independent Third-Party Administrators TPA Services Matrix Summary of the Recent IRS Procedures for 403(b) Model Plan Language and Orphan Accounts Loans and Hardship Withdrawals in 403(b) Plans: September 2007 PASBO Report (Pennsylvania Association of School Business Officials) Information on 90-24 Transfers 403(b) Reg Changes: Highlights