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FINANCIAL_SERVICESAPPROVED

Mountain Lakes School District Agenda Board of Education Meeting 2026-05-11

Lincoln Investment Planning Approved for TSA Plans

Mountain Lakes Public School DistrictLINCOLN INVESTMENT PLANNING LLCMay 11, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Board approved Lincoln Investment Planning, LLC as an authorized vendor for the district’s 403(b) and 457(b) programs in 2026-2027. Staff can invest through its retirement products.

Contract Details

Vendor

LINCOLN INVESTMENT PLANNING LLC

Agency

Mountain Lakes Public School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

May 11, 2026

Contract Term

2026-2027 school year

Renewal Date

2027-06-30

Renewal Info

Annual approval as TSA vendor.

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