Employer Plans

Meet your business objectives and protect the future of your firm with effective retirement and pension plans that will give you a competitive edge to attract and retain top talent.

Grow your business while taking care of your most valuable asset: your employees. Our team will assist you with the design, funding, and implementation of retirement and pension plans.

For defined benefit and defined contribution plans, our services include:

Plan design consulting
Employee financial and retirement education
Fiduciary education
Design and implement defined contribution 401(k) and 403(b) plans

Supplemental long-term disability plans
Executive long-term care plans
Executive and key person life insurance
457(b) Top Hat Plans

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Hawaii, Georgia, Idaho, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, New York, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Texas, Washington, Wyoming

Insurance: Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Texas, Washington, Wyoming

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Acord & Fong Wealth Strategies is a marketing name for registered representatives of Lincoln Financial Advisors.

See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Lincoln Financial Advisors and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. CRN-3686312-072321