Plan Sponsor Solutions

Employers can offer their employees a wide range of retirement products through their partnership with the Financial Professionals of Lincoln Investment. We make it easy for organizations to offer a valuable benefit, one that can help build loyalty and attract quality employees. Retirement plan programs can be customized to reflect both sponsor and participant needs, including a broad selection of investment options and professional investment management services.

Plan participants can enjoy ongoing educational opportunities designed to increase participation and to help employees work toward their retirement goals. Plan Sponsors may utilize our sophisticated administrative services and extensive compliance knowledge as well as receive regulatory announcements, technical assistance and e-mail/website updates.

Plan Sponsor solutions include:

  • Salary Deferral 403(b)
  • Roth 403(b)
  • 457(b) Governmental
  • Roth 457(b) Governmental
  • Corporate 401(k)
  • Personal 401(k)
  • SIMPLE IRA
  • SEP IRA

Find an Office Near You

Get Answers To Your Questions

Plan Sponsor Solutions

Contact Suncoast Wealth

Choose the Office You Want to Speak with to Set Your Appointment

Create Your Game Plan

A Custom Strategy Will be Created Based on Your Specific Goals

Have Confidence

Know that the Plan You Decide On is Based on Your Comfort Level