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Lincoln Investment Planning serves district 403(b)/457 plans

Branch Isd logoBranch Isd
Document date
Mar 1, 2023

The 30-second brief

What it covers

Lincoln Investment Planning continues to participate as an approved provider for the district’s 403(b) and 457 plans. Employees may establish or maintain accounts with this firm for retirement contributions.

Who holds it

Lincoln Investment Planning holds this financial services contract with Branch Isd. Its other public contracts on record include work for Middlesex Borough School District and Rahway Public School District.

What happens next

Term as filed: On or after March 1, 2023; ongoing participation as 403(b) and 457 provider.

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Contract details

Contract type
Financial Services
Document date
March 1, 2023
Term
On or after March 1, 2023; ongoing participation as 403(b) and 457 provider
Vendor
Lincoln Investment Planning
Agency
Branch Isd
Source document
Branch Intermediate School District Approved TSA Providers Report March 2023 (Report)

Lincoln Investment Planning's other public contracts

Middlesex Borough School District, New JerseyDistrict Recommends Lincoln Investment Provider · Oct 14, 2026UndisclosedRahway Public School District, New JerseyLincoln Investment designated as retirement provider · Jul 28, 2026UndisclosedRahway Public School District, New JerseyLincoln Investment Planning approved as annuity provider · Jul 27, 2026UndisclosedLevittown Union Free School District, New YorkLincoln Investment Planning Added as 403(b) Provider · Jul 8, 2026UndisclosedPlainedge Union Free School District, New YorkLincoln Investment Planning Approved for Retirement Plans · Jul 1, 2026UndisclosedAll Lincoln Investment Planning contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Branch Isd?

Lincoln Investment Planning was awarded this financial services contract by Branch Isd, as recorded on March 1, 2023.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Branch Intermediate School District Approved TSA Providers Report March 2023 (Report), dated March 1, 2023 from Branch Isd. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lincoln Investment Planning hold?

Lincoln Investment Planning may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Branch Isd currently buying?

Explore Branch Isd's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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