PLAN SPONSOR SERVICES

Lincoln 403(b)e SURE^SM Advantage

Sponsoring a 403(b) retirement plan has been relatively simple for decades. Many employers simply designated which financial service companies' product and programs would be available to their employees with minimal additional involvement. But that changed effective January 1, 2009.

These new 403(b) regulations, the first in 40 years, have significantly increased your role as a plan sponsor with respect to:

• Investments
• Transfers
• Documentation
• Administration
• Participant Disclosures

Lincoln Financial Group, one of the five largest providers in the 403(b) marketplace*, is well positioned to help keep your plan in compliance.

Review the materials below and contact your Lincoln Financial Representative with any questions. Let us show you how we can help make your retirement program remain simple.

• 403(b) Plan Sponsor Overview
• 403(b) Plan Sponsor Questionnaire
• Lincoln 403(b)e SURE^SM Advantage Press Release
• Lincoln Unifier^® Service
• New 403(b) Retirement Plan Rules - Media Backgrounder

Are You Ready to Get Started?

Go with a proven leader; Lincoln Financial Group is willing to assist you in complying with the new regulations and consolidating and maintaining data from multiple providers on one Web site. Current Lincoln Financial Group clients can complete and return our Request to Use form to start today. If you are not a current client, You can contact us by calling 877 ASK-LINCOLN, (877 275-5462 Weekdays, 8:00 a.m. to 6:00 p.m. ET).

• Request to Use Lincoln Unifier^® Service
• Lincoln Financial Information Sharing Agreement
• Sample Information Sharing Agreement

Final 403(b) Regulations

• IRS.gov

Lincoln 403(b)e SURE^SM Webcasts

Lincoln Financial has offered a number of Webcasts on the final 403(b) Regulations. Current 403(b) Webcasts are devoted to Lincoln Unifier^® Service client training. If you would like to join one of these Webcasts, please complete the "Request to Use Lincoln Unifier^® Service" form above or contact your Lincoln Unifier^® Service Client Manager.

* June 2007 PLANSPONSOR Recordkeeping Survey