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The University of Texas is committed to helping you achieve retirement readiness and is pleased to offer you one-on-one retirement plan help. Your retirement plan is offered through Lincoln Financial. University of Texas has engaged Lincoln retirement consultants and financial professionals from Osaic FA, Inc., LPL Financial LLC, Level Four Financial, LLC and Cetera Advisor Network LLC to help you reach your goals, including:

 

  • Seeing how much you may need for retirement
  • Calculating how saving more may affect your paycheck and goals
  • Assessing your risk tolerance
  • Reviewing your investment mix
  • Determining your potential retirement income
  • Learning how Social Security affects your potential retirement income
  • Understanding your options for old retirement plan accounts

  

  

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The program includes certain services provided by Lincoln Retirement Services Company, LLC and Lincoln Financial Group Trust Company, Inc. with wholesale marketing and distribution services provided by Lincoln Financial Distributors, Inc. (LFD), a wholesale broker-dealer (member FINRA). All entities listed are affiliates of Lincoln Financial, the marketing name for Lincoln National Corporation. Unaffiliated broker-dealers also may provide services to customers. Account values are subject to fluctuation, including loss of principal.

Lincoln retirement consultants are registered representatives of LFD. Retirement consultants do not provide tax or legal advice. Retirement consultants do not provide investment advice or recommendations.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as "Lincoln"). The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.

LPL Financial LLC, Level Four Financial, LLC, Cetera Advisor Network, LLC and Osaic, FA, Inc are not affiliates of Lincoln Financial.

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