Voluntary 403(b) Annuity
The voluntary 403(b) annuity is available to SE employees through payroll deduction.
Get to know Lincoln Financial Group Consultants.
Retirement Plan Services: Special Update October 2012
Get registered / re-register for enhanced online account access. October 2012
- 403(b) Enrollment Form – submit completed form to HR with Salary Reduction Agreement
- 403(b) Exchange Form – use to transfer funds from prior SE 403(b)
- 403(b) Rollover Form- use to transfer money from pretax 401(k), 457(b), IRA
- Comparison of 403(b) and 457(b) plans
- Employee Benefit Limits
- Information Sheet for Voluntary 403(b) Retirement Plan
- 403(b) Declination form
403(b) Plan Documentation
Lincoln Financial Group
- Log In Site for Members
- Lincoln 403(b) Enrollment Kit Booklet
- Lincoln 403(b) Enrollment Presentation
Lincoln Brainshark – Informational Presentations
- April 2013: Increasing your 403(b) retirement account value
Questions about the 403(b) plan?
Contact HR at (580)745-2162
or
E Lawrence T. Smith
Retirement Consultant
Lincoln Financial Advisors Corp.
Toll free: 855-220-5384
Lawrence.Smith@LFG.com
Jared C. McCoy
Retirement Consultant
Lincoln Financial Advisors Corp.
405-249-6290
Jared.McCoy@LFG.com