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2022-084
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2022-084
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Last modified
6/8/2022 4:01:51 PM
Creation date
6/8/2022 3:59:07 PM
Metadata
Fields
Template:
Official Documents
Official Document Type
Miscellaneous
Approved Date
05/03/2022
Control Number
2022-084
Agenda Item Number
12.D.1.
Entity Name
Lincoln Financial Group
Subject
Lincoln Alliance program for 457 (b) Deferred Compensation Plan recordkeeper services
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This letter will confirm your organization's intent to adopt the Lincoln Alliance® program. <br />Plan sponsor signature <br />By signing here, I agree to the fund lineup and the assumptions set forth in this Letter of Intent. <br />Name of authorized <br />signer: <br />Authorized signer signatur <br />Jason E. Brown <br />Title: County Administrator <br />Printed title <br />Date: 05/03/2022 <br />!mm/dd/year) <br />Mutual funds in the Lincoln Alliance® program are sold by prospectus. The prospectus and, if available, the summary prospectus <br />contain this and other important information and should be read carefully before investing or sending money. The prospectus contains <br />this and other important information and should be read carefully before investing or sending money. Investment values will fluctuate <br />with changes in market conditions, so that upon withdrawal, your investment may be worth more or less than the amount originally <br />invested. For a prospectus, please contact your Lincoln professional. <br />The program includes certain services provided by Lincoln Financial Advisors Corp. (LFA), a broker-dealer (member FINRA) and an <br />affiliate of Lincoln Financial Group, 1300 S. Clinton St., Fort Wayne, IN 46802. Unaffiliated broker-dealers also may provide services <br />to customers. <br />The Lincoln Stable Value Account is a fixed annuity issued by The Lincoln National Life Insurance Company, Fort Wayne, IN 46802 <br />on Form <28866 -SV> <AR 700>. Guarantees for the Stable Value Account are subject to the claims -paying ability of the issuer. <br />Lincoln WellnessPATW is a financial wellness tool powered by Questis Inc. and made available by Lincoln Retirement Services <br />Company, LLC to plan sponsors who select it. Questis Inc. is not an affiliate of Lincoln National Corporation. <br />Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately <br />responsible for their own financial and contractual obligations. <br />PAD -2869266-121119 <br />
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