Lincoln Financial Group

Candid conversation - A series of informative discussions on timely topics in the workplace

These resources are intended for general information only. It’s not intended to be, and should not be, construed as legal advice. Please consult your ERISA attorney, financial professional and/or third party administrator for specific recommendations regarding your fiduciary responsibilities.

Lincoln Financial affiliates, their affiliated distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Clients should consult their own independent financial professionals as to any tax, accounting, or legal statements made herein.

Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates, including Lincoln Retirement Services Company, LLC, The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Affiliates are separately responsible for their own financial and contractual obligations.

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”). 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.

For plan sponsor and financial professional use only. Not for use with the public.

LCN-6714258-061824
10/24 Z07
DC-CDCOV-IDE001