Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Regulation and Compliance > Federal Regulation

Lincoln Expands 403(b) Compliance Services

X
Your article was successfully shared with the contacts you provided.

Lincoln National Corp. has introduced a transaction monitoring service for 403(b) plan sponsors.

The feature will be part of the Lincoln Unifier Service package, which helps the nonprofit employers that sponsor 403(b) plans handle new federal 403(b) plan administration requirements.

Plan sponsors can use the service to assign 403(b) transaction compliance reviews to vendors and monitor vendor transactions and compliance through online reports, according to Lincoln, Radnor, Pa.

The service can warn the plan sponsor about vendors that may have processed transactions without putting the transactions through the proper reviews, Lincoln says.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.