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Release time:2019-02-18
Lincoln Financial Group Salary Ranges by Job Title

Lincoln Financial Group Salary Ranges by Job Title


. Best Jobs in AmericaNEW!JobsCompany ReviewsCompany ReviewsCompany Culture Best Places to Work12 Companies That Will Pay You to Travel the World7 Types of Companies You Should Never Work For20 Companies Hiring for the Best Jobs In AmericaHow to Become the Candidate Recruiters Can’t Resist13 Companies With Enviable Work From Home OptionsNew On GlassdoorBest Jobs in AmericaSalariesInterviewsSalary CalculatorAccount SettingsAccount SettingsSign InNotificationsAccount Settingsempty notification btnFor EmployersFor EmployersUnlock Employer AccountSign In to Employer CenterPost a JobEmployer BrandingJob AdvertisingEmployer BlogTalk to SalesPost Jobs FreeWrite ReviewSign InLincoln Financial Group SalariesKeyword SalariesJobsCompaniesSalariesInterviewsLocationSearchView Allnum of numClose (Esc)See All PhotosSee All PhotosLincoln Financial Group How does your company compare? Get a free employer accountto respond to reviews, see who is viewing your profile, and engage with your candidates." class="tt tt-bottom gradient small green"<Engaged EmployerOverview Overview792 Reviews627 Jobs1.3k Salaries215 Inter­views311 Benefits10 PhotosFollowAdd a SalaryView JobsLincoln Financial Group Salaries1303 salaries (for 578 job titles)Updated Feb 17, 2019How much do Lincoln Financial Group employees make? Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates.Job TitleLocationUnited States– Akron, OH Area– Angola, IN Area– Atlanta, GA Area– Baltimore, MD Area– Birmingham, AL Area– Boston, MA Area– Buffalo, NY Area– Charlotte, NC Area– Chicago, IL Area– Cincinnati, OH Area– Cleveland, OH Area– Columbia, SC Area– Concord, NH Area– Coos Bay, OR Area– Dallas-Fort Worth, TX Area– Denver, CO Area– Detroit, MI Area– Erie, PA Area– Fort Wayne, IN Area– Greensboro, NC Area– Harrisonburg, VA Area– Hartford, CT Area– Houston, TX Area– Huntington, IN Area– Huntington, WV Area– Indianapolis, IN Area– Jacksonville, FL Area– Kansas City, MO Area– Lexington, KY Area– Lincoln, NE Area– Los Angeles, CA Area– Madison, WI Area– Marion, IN Area– Miami-Fort Lauderdale, FL Area– Milwaukee, WI Area– Minneapolis-St. Paul, MN Area– Nashville, TN Area– New Castle, IN Area– New York City, NY Area– Omaha, NE Area– Orlando, FL Area– Philadelphia, PA Area– Phoenix, AZ Area– Pittsburgh, PA Area– Portland, ME Area– Portland, OR Area– Puerto Rico Area– Reno, NV Area– Richmond, IN Area– Richmond, VA Area– Rochester, NY Area– Sacramento, CA Area– Salt Lake City, UT Area– San Diego, CA Area– San Francisco, CA Area– Seattle, WA Area– St. Louis, MO Area– Tampa, FL Area– Toledo, OH Area– Washington, DC Area– Winston-Salem, NC AreaSearchSort: Most Reports | SalaryAverage Base Salaries in (USD)Average Base Salaries in (USD)LowHighClaims Examiner$38,000/yrRange: $34K - $45K22 salaries$38,000/yr$34K$45KCustomer Service Representative$31,500/yrRange: $26K - $39K21 salaries$31,500/yr$26K$39KSenior Claims Examiner$43,672/yrRange: $39K - $60K16 salaries$43,672/yr$39K$60KAre you paid fairly?Get a free, personalized salary estimate based on today's marketGet Your EstimateAssistant Vice President$150,000/yrRange: $113K - $192K15 salaries$150,000/yr$113K$192KBusiness Analyst$64,417/yrRange: $54K - $88K15 salaries$64,417/yr$54K$88KWeb Search Evaluator$26,802/yrRange: $26K - $31K15 salaries$26,802/yr$26K$31KIntern - Hourly$20/hrRange: $10 - $2114 salaries$20/hr$10$21Customer Service Representative - Hourly$16/hrRange: $13 - $1714 salaries$16/hr$13$17New Business Associate$33,750/yrRange: $25K - $45K14 salaries$33,750/yr$25K$45KBusiness Systems Analyst$66,000/yrRange: $38K - $93K13 salaries$66,000/yr$38K$93KIntern - Hourly$19/hrRange: $11 - $2113 salaries$19/hr$11$21Actuarial Analyst$68,539/yrRange: $57K - $96K12 salaries$68,539/yr$57K$96KProject Manager$84,190/yrRange: $62K - $110K12 salaries$84,190/yr$62K$110KDirector$124,479/yrRange: $82K - $144K12 salaries$124,479/yr$82K$144KSenior Sales Representative$60,603/yrRange: $50K - $65K12 salaries$60,603/yr$50K$65KFinancial Analyst$59,296/yrRange: $49K - $67K12 salaries$59,296/yr$49K$67KAccount Manager$71,810/yrRange: $43K - $109K12 salaries$71,810/yr$43K$109KActuarial - Hourly Intern$21/hrRange: $19 - $2411 salaries$21/hr$19$24Call Center Representative$33,773/yrRange: $31K - $40K11 salaries$33,773/yr$31K$40KSenior Applications Developer$112,864/yrRange: $82K - $118K11 salaries$112,864/yr$82K$118KPrevious12345NextSalaries  < Lincoln Financial GroupView Data as TableLincoln Financial Group SalariesJob TitleSalary Claims Examiner salaries - 22 salaries reported$38,000/yr Customer Service Representative salaries - 21 salaries reported$31,500/yr Senior Claims Examiner salaries - 16 salaries reported$43,672/yr Assistant Vice President salaries - 15 salaries reported$150,000/yr Business Analyst salaries - 15 salaries reported$64,417/yr Web Search Evaluator salaries - 15 salaries reported$26,802/yr Intern - Hourly salaries - 14 salaries reported$20/hr Customer Service Representative salaries - 14 salaries reported$16/hr New Business Associate salaries - 14 salaries reported$33,750/yr Business Systems Analyst salaries - 13 salaries reported$66,000/yr Intern salaries - 13 salaries reported$19/hr Actuarial Analyst salaries - 12 salaries reported$68,539/yr Project Manager salaries - 12 salaries reported$84,190/yr Director salaries - 12 salaries reported$124,479/yr Senior Sales Representative salaries - 12 salaries reported$60,603/yr Financial Analyst salaries - 12 salaries reported$59,296/yr Account Manager salaries - 12 salaries reported$71,810/yr Actuarial salaries - 11 salaries reported$21/hr Call Center Representative salaries - 11 salaries reported$33,773/yr Senior Applications Developer salaries - 11 salaries reported$112,864/yr×Close Modal>/<Embed this reportLincoln Financial Group BenefitsHealth InsuranceHealth Insurance  (38 comments) “the cost is competitive within the industry” Vacation & Paid Time OffVacation & Paid Time Off  (20 comments) “They offer generous paid time off.” 401K Plan401K Plan  (16 comments) “Match is great and if you are at the company until the end of the year they will put an amount in.” See AllSee AllExplore Lincoln Financial Group Salaries See Lincoln Financial Group Hourly Pay, Lincoln Financial Group Bonuses, or check out salaries for Lincoln Financial Group Internshipor Lincoln Financial Group Contractor.Lincoln Financial Group Salaries by Location Greensboro, NCOmaha, NEFort Wayne, INPhiladelphia, PACheck out the latest Lincoln Financial Group Jobs & Careers Work at Lincoln Financial Group? Share Your ExperiencesLincoln Financial GroupStarVery DissatisfiedStarDissatisfiedStarNeutral ("OK")StarSatisfiedStarVery Satisfied  Click to RateStart your review...orAdd a SalaryAdd BenefitsAdd an InterviewAdd a SalaryAdd BenefitsAdd an InterviewDon't Miss Out On a Job You LoveUpload a resumeto easily apply to jobs from anywhere. It's simple to set up. Lincoln Financial Group Careers ​​​​Why Join Us?​​ It’s quite simple — meaningful work, dedicated people and a confident future. Learn more about life at Lincoln and how... – More Who We AreWho We AreStudentsStudentsExperiencedExperiencedAffiliatesAffiliatesThis is the employer's chance to tell you why you should work for them. The information provided is from their perspective. Company Updates Connect with Lincoln Financial Group On our Open Positions! Chat virtually with a Recruiter and Team about career opportunities on September 19, 2018, 1:00 PM to 2:00 PM Eastern Daylight Time. Online chats are 1:1 and last 10 minutes. Click on the link below to register and we’ll look forward to chatting with you. http://glassdoor.com/slink.htm?key=vQMMk —30+ days agoConnect with Lincoln Financial Group On our Open Positions!1 Likes Lincoln Financial Group wants to Chat with You about our Customer Care opportunities in Greensboro, NC on Tuesday, April 17th or Wednesday, April 18th from 12:00 – 1:00 pm EST. Please click on the link below for the date you want to join and we’ll look forward to chatting with you. April 17th http://glassdoor.com/slink.htm?key=vQzPB April 18th http://glassdoor.com/slink.htm?key=vQzPF —30+ days agoAs your Career journey continues, we invite you to Chat with LFG!0 LikesSee AllSee AllLincoln Financial Group Photos + Add PhotoSee All PhotosSee AllView Allnum of numClose (Esc) Expert Career AdvicePreviousNextHow to Ask for a RaiseLearn How to State Your Case and Earn Your RaiseHow to Get a PromotionClimb the Ladder With These Proven Promotion TipsHow to Negotiate Your SalaryA Guide to Negotiating the Salary You DeserveThe Ultimate Job Interview Preparation GuideHow to Prepare for Your Interview and Land the JobSalary CalculatorKnow Your Worth™. Get a free, personalized salary estimate based on today's job market.See All GuidesJob Seekers Also ViewedPreviousNextLincoln Financial Advisors SalariesStarStarStarStarStar 72 ReviewsVanguard SalariesStarStarStarStarStar 2,241 ReviewsLincoln Financial Distributors SalariesStarStarStarStarStar 26 ReviewsThe Hartford SalariesStarStarStarStarStar 1,837 ReviewsFidelity Investments SalariesStarStarStarStarStar 6,306 ReviewsMetLife SalariesStarStarStarStarStar 3,176 ReviewsAIG SalariesStarStarStarStarStar 3,678 ReviewsWells Fargo SalariesStarStarStarStarStar 21,389 ReviewsBank of America SalariesStarStarStarStarStar 20,844 ReviewsPNC Financial Services Group SalariesStarStarStarStarStar 4,624 ReviewsJ.P. Morgan SalariesStarStarStarStarStar 16,555 ReviewsPrudential SalariesStarStarStarStarStar 2,218 ReviewsRelated Job SearchPreviousNextFinancial Analyst jobsFinancial Analyst salaries ($63k)Assistant Vice President jobsAssistant Vice President salaries ($107k)Customer Service Representative jobsCustomer Service Representative salaries ($25k)Intern jobsIntern salaries ($33k)Internal Wholesaler jobsInternal Wholesaler salaries ($46k)Business Analyst jobsBusiness Analyst salaries ($66k)Actuarial Analyst jobsActuarial Analyst salaries ($68k)Director jobsDirector salaries ($137k)Financial Advisor jobsFinancial Advisor salaries ($47k)Investment Analyst jobsInvestment Analyst salaries ($76k)Retirement Consultant jobsRetirement Consultant salaries ($66k)Vice President jobsVice President salaries ($148k)Sales Specialist jobsSales Specialist salaries ($29k)Account Manager jobsAccount Manager salaries ($52k)Actuary jobsActuary salaries ($105k)Financial Processor jobsFinancial Processor salaries ($32k)Benefit Specialist jobsBenefit Specialist salaries ($41k)Inbound Sales Representative jobsInbound Sales Representative salaries ($33k)Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job that’s right for you. Glassdoor About UsAwardsBlogResearchEmployers Get a Free Employer AccountEmployer CenterPost a JobCommunity Help / Contact UsGuidelinesTerms of UsePrivacy & Cookies (New)Work With Us Job BoardsAdvertisersDevelopersCareersDownload the App androidappleglassdoorfacebooktwitter


Working at Lincoln Financial Group

Working at Lincoln Financial Group


. Best Jobs in AmericaNEW!JobsCompany ReviewsCompany ReviewsCompany Culture Best Places to Work12 Companies That Will Pay You to Travel the World7 Types of Companies You Should Never Work For20 Companies Hiring for the Best Jobs In AmericaHow to Become the Candidate Recruiters Can’t Resist13 Companies With Enviable Work From Home OptionsNew On GlassdoorBest Jobs in AmericaSalariesInterviewsSalary CalculatorAccount SettingsAccount SettingsSign InNotificationsAccount Settingsempty notification btnFor EmployersFor EmployersUnlock Employer AccountSign In to Employer CenterPost a JobEmployer BrandingJob AdvertisingEmployer BlogTalk to SalesPost Jobs FreeWrite ReviewSign InLincoln Financial GroupKeyword CompaniesJobsCompaniesSalariesInterviewsLocationSearchView Allnum of numClose (Esc)See All PhotosSee All PhotosLincoln Financial Group How does your company compare? Get a free employer accountto respond to reviews, see who is viewing your profile, and engage with your candidates." class="tt tt-bottom gradient small green"<Engaged EmployerOverview Overview792 Reviews627 Jobs1.3k Salaries215 Inter­views311 Benefits10 PhotosFollowAdd a ReviewView JobsEnhanced Profile  Try Enhanced Profile Free for a MonthExplore the many benefits of having a premium branded profile on Glassdoor, like increased influence and advanced analytics. Get StartedChanges wont be saved until you sign up for an Enhanced Profile subscription. Lincoln Financial Group OverviewWebsitewww.lfg.comHeadquartersRadnor, PASize5001 to 10000 employeesFounded 1905Type Company - Public (LNC) Industry Insurance CarriersRevenue $10+ billion (USD) per year Attention potential applicants: we are aware of a scammer currently claiming to be a recruitment professional with Lincoln Financial. Please review this information for our current hiring practices and red flags for scam emails ... Read moreCompany Updates Connect with Lincoln Financial Group On our Open Positions! Chat virtually with a Recruiter and Team about career opportunities on September 19, 2018, 1:00 PM to 2:00 PM Eastern Daylight Time. Online chats are 1:1 and last 10 minutes. Click on the link below to register and we’ll look forward to chatting with you. http://glassdoor.com/slink.htm?key=vQMMk —30+ days agoConnect with Lincoln Financial Group On our Open Positions! At Lincoln Financial Group, we make meaningful contributions every day to empower our customers to take charge of their financial lives. Working together with dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives and invests in programs that empower each of us to take charge of our own future. 1 Likes Lincoln Financial Group wants to Chat with You about our Customer Care opportunities in Greensboro, NC on Tuesday, April 17th or Wednesday, April 18th from 12:00 – 1:00 pm EST. Please click on the link below for the date you want to join and we’ll look forward to chatting with you. April 17th http://glassdoor.com/slink.htm?key=vQzPB April 18th http://glassdoor.com/slink.htm?key=vQzPF —30+ days agoAs your Career journey continues, we invite you to Chat with LFG! At Lincoln Financial Group, we make meaningful contributions every day to empower our customers to take charge of their financial lives. Working together with dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives and invests in programs that empower each of us to take charge of our own future. 0 LikesSee AllSee AllLincoln Financial Group – Why Work For Us?Why Work For Us?Why Join Us?Who We AreStudentsExperiencedAffiliates Why Join Us?Who We AreStudentsExperiencedAffiliates ​​​​Why Join Us?​​It’s quite simple — meaningful work, dedicated people and a confident future. Learn more about life at Lincoln and how you can be a part of our team. ​​Our Culture​​Meaningful work in a differentiated culture - Our culture drives our success and is what truly differentiates us in the market. We actively nurture our culture, ensuring that it strongly shapes the way we interact, the way we work, and the business decisions we make. Integrity and ethics — As demonstrated by our actions, we hold ourselves to the highest standards of ethics and integrity. Optimism — We believe in the long-term value of our company and ability to overcome any challenges we face. Diversity and inclusion — We foster an environment of inclusion in which we encourage multiple perspectives, diverse backgrounds, varied skill sets, and creative insights to drive superior results. Collaboration and teamwork — Working as one company, we welcome participation across business areas to challenge and bring out the best in one another to deliver the best possible solutions and results. Commitment to people — We recognize that our people bring our vision to life. Therefore, we are fully committed to maintaining an environment that empowers and inspires our employees to achieve extraordinary results and grow professionally. Commitment to our clients — We provide valuable solutions that help our clients take charge of their financial futures and deliver a consistent, differentiating, and rewarding experience. Corporate social responsibility — We improve the quality of life for underserved populations through our foundation and other philanthropic efforts as well as promote environmentally sustainable business practices. Professionalism and excellence — We hold ourselves to the highest of professional standards, as described in our Code of Conduct, and deliver excellence in our products. ​​Dedicated people​​We understand that it is our dedicated people who enable our success. Whether it’s taking the time to welcome someone new to the team, partnering with colleagues across the organization to deliver exceptional results, or joining together to make a real and lasting difference in our community, our people make Lincoln Financial a special place to work. From the moment you join the Lincoln Financial team, you will feel a sense of optimism about what your team is going to achieve, and will be motivated to come to work every day. Our employees are confident in their future — and share that confidence with our clients.   Read more Who We AreAt Lincoln Financial Group, we love what we do. We know that the work we do is meaningful — empowering our clients to take charge of their lives. Lincoln Financial employees are smart, dedicated professionals who respect each other and care deeply about doing right by our clients, our business partners and our colleagues. We thrive in a culture of excellence that embraces diversity, endorses learning and career development, and supports each of us as we make meaningful contributions on the job and in our communities. At Lincoln Financial Group, we love what we do. We know that the work we do is meaningful — empowering our clients to take charge of their lives. Lincoln Financial employees are smart, dedicated professionals who respect each other and care deeply about doing right by our clients, our business partners and our colleagues. We thrive in a culture of excellence that embraces diversity, endorses learning and career development, and supports each of us as we make meaningful contributions on the job and in our communities - See more at: http://jobs.lincolnfinancial.com/articles/who#sthash.HQPVxJtm.dpuf Read more ​​​​Discover the possibilities​​We know that what we do matters. That's why we recruit top talent. If you bring leadership, optimism and passion to all that you do, you're in the right place! We offer rewarding opportunities to launch your career — including internships, full-time employment and professional development programs. We will provide you every opportunity to be exceptional and make an impact by giving you all of the tools that you need to take charge of your career — and your life! We recruit from a variety of schools via a number of scheduled events: career fairs, information sessions, classroom discussions, and on-campus interviews, among others. Our recruiting extends beyond these events with our online application process and Lincoln's Virtual University Recruiting Webinar Series. Don't miss the opportunity to be considered for a meaningful and rewarding career with Lincoln.   Read more ​​​​Opportunities await you​​ Explore the diverse range of opportunities that Lincoln offers to take your professional career to the next level. At Lincoln, your talents will be further developed while you are given meaningful work and an opportunity to make a difference. Working at Lincoln means you’ll receive the support you need to achieve your career aspirations through ongoing feedback, professional development opportunities, and stretch assignments. The result: a career that makes the most of what you have to offer and provides a confident future. Explore open roles at Lincoln, a company where you'll take charge of your career — and your life. Read moreYou have choices before you every day that help you to define your future. At Lincoln Financial Network, we want to be a part of your future — and support you with innovative products, programs, and services. No matter where you are with your business and your needs, you deserve to have all the facts presented clearly. We'll fill you in on everything you need to know — and give you the support and resources you'll need once you make your decision. Lincoln Financial Network is the marketing name for Lincoln Financial Advisors Corp. (LFA) and Lincoln Financial Securities Corp. (LFS), both broker-dealers and registered investment advisors. Choose to join the Lincoln Financial Network, and you'll be choosing more than our well-respected name. You'll be joining: A company, Lincoln National Corporation (NYSE:LNC),with over $200 billion in assets under management 1A broker-dealer listed as the third-largest independent broker-dealer 2A network of more than 7,200 financial service professionals, most of whom are affiliated with either LFA's or LFS's Registered Investment AdvisorLincoln Financial's oldest affiliate has been in this business for over 100 years, and in that time, we've built a solid reputation on honesty and integrity. We've also developed a firm idea of what you need to know and have on hand to be successful. Become a part of our network, and what's ours is yours. We just want to see you — and your clients — succeed.​​​ Read moreLincoln Financial Group ReviewsLincoln Financial Group7173.5StarStarStarStarStarRating TrendsRating TrendsRecommend to a friendApprove of CEODennis R. Glass352 RatingsFeatured Review "Great Company"StarStarStarStarStarCareer OpportunitiesCurrent Employee - Anonymous EmployeeCurrent Employee - Anonymous EmployeeI have been working at Lincoln Financial Group full-time Pros Management, Work form home flexibility, Benefits and Pay Cons None, company is great to work for. Lincoln Financial Group 2018-06-22 20:19 PDT See All 793 ReviewsLincoln Financial Group Photos + Add PhotoHave you worked here? Share a PhotoSee All PhotosSee AllView Allnum of numClose (Esc)Lincoln Financial Group Interviews Experience   202 Ratings ExperiencePositive65%Neutral20%Negative15% Getting an Interview   214 Interview Reviews Getting an InterviewApplied Online58%Employee Referral17%Campus Recruiting9%MoreRecruiter8%Staffing Agency4%Other2%In-Person2% Difficulty   202 Ratings 2.8 Average DifficultyHardAverageEasyInterviewing at Lincoln Financial GroupSee MoreSee LessFeatured Interview Helpful (2)   Claims Examiner InterviewAnonymous EmployeeAccepted OfferPositive ExperienceApplication I applied online. I interviewed at Lincoln Financial Group. Interview informal laid back in an office with a desk met with 3 people who asked several things all and all pretty good stuff i would say i need to write til i get to 30 words so i'll just type and type and type til i get there Interview Questions why do you want to work here   Answer QuestionLincoln Financial Group 2018-08-08 12:36 PDT See All 215 InterviewsLincoln Financial Group Awards & Accolades+ Add AwardsBest Life Insurance Company in the U.S.A., World Finance (UK), 2013Barron's 500, Barron's, 2009Top Entry Level Employers, CollegeGrad, 2009Fortune 500, Fortune, 2015 2013 Best Life Insurance Company in the U.S.A., World Finance (UK), 2013 2009 Barron's 500, Barron's, 2009Top Entry Level Employers, CollegeGrad, 2009 2015 Fortune 500, Fortune, 2015See MoreSee LessWork at Lincoln Financial Group? Share Your ExperiencesLincoln Financial GroupStarVery DissatisfiedStarDissatisfiedStarNeutral ("OK")StarSatisfiedStarVery Satisfied  Click to RateStart your review...orAdd a SalaryAdd BenefitsAdd an InterviewAdd a SalaryAdd BenefitsAdd an InterviewConnect with Lincoln Financial GroupConnect with Lincoln Financial Group on TwitterConnect with Lincoln Financial Group on YouTubeConnect with Lincoln Financial Group on FacebookConnect with Lincoln Financial Group on LinkedInFollow Lincoln Financial GroupFacebookTwitter More tweets for Lincoln Financial Group »Company Videos Loading... See AllSee AllAffiliated CompaniesFinancial Information Lincoln Financial Group Quotefrom MotleyFool.com Glassdoor gives you an inside look at what it's like to work at Lincoln Financial Group, including salaries, reviews, office photos, and more. This is the Lincoln Financial Group company profile. All content is posted anonymously by employees working at Lincoln Financial Group. Glassdoor About UsAwardsBlogResearchEmployers Get a Free Employer AccountEmployer CenterPost a JobCommunity Help / Contact UsGuidelinesTerms of UsePrivacy & Cookies (New)Work With Us Job BoardsAdvertisersDevelopersCareersDownload the App androidappleglassdoorfacebooktwitter


Lincoln Financial LTC

As these statistics show, the need for long-term care is growing – and so is the opportunity to help your clients plan for this potential retirement expense. Start the LTC Conversation


What type is right for me?

Purchasing life insurance protects your loved ones and your assets. It can also serve as income replacement to take care of your family’s living expenses if something should happen to you. But which type is right for you? There are many factors you’ll want to consider when choosing life insurance. Think about what you want in terms of death benefits, tax advantages and flexibility.    


Nolan financial

Nolan Financial Group is proud to announce, for the eleventh consecutive year, its non-qualified plan administration unit received an unqualified SSAE -16 report within the American Institute of Certified Public Accountants’ (AICPA) internationally recognized auditing standard known as SSAE – 16 (Standards for Attestation Engagements No. 16). The examination is conducted annually by independent outside auditors and tests the effectiveness of a company’s internal controls.Nolan Financial’s receipt of an unqualified SSAE – 16 Report provides assurance to plan sponsors and their independent auditors of the effectiveness of Nolan Financial’s plan services control environment. This report eliminates the need for plan sponsors to incur the expense of testing these controls. 2017 SSAE-16         New study looking at DOL data reveals that plan sponsors fail to receive indirect compensation disclosures.  Click below to read the full report. Nolan Report Sch C Text Analytics Nolan Financial Enters Into Strategic Alliance with Securian Financial Group Bethesda, MD February 17th – 2016 Founded in 1880 and headquartered in St. Paul, Minnesota, Securian provides insurance, investment and retirement solutions to more than 15 million customers nationwide. Nolan Financial was founded in 1989 and is leading national executive benefits and consulting firm, with headquarters in Bethesda, Maryland. (more…) Nolan Financial Partners with Highland Capital Brokerage Bethesda, MD – December 22, 2015: Nolan Financial has entered into a formal business relationship with Highland Capital Brokerage, a national life insurance brokerage firm with headquarters in Birmingham, Alabama.  Highland Capital Brokerage offers comprehensive insurance solutions to affluent, high net worth and ultra-high net worth individuals, families, and closely held businesses across the U.S. (more…) A New Litigious Era for ERISA and How a Retirement Plan Sponsor Can Protect Itself Wayne A. Pangburn, Principal & CEO Emeritus, The Pangburn Group The Pangburn Group and Nolan Financial share several core philosophies.  We are both dedicated to providing accurate, state-of-the-art Bank Owned Life Insurance (BOLI) recordkeeping services to our clients.  Both firms care deeply about their clients’ needs and offer the highest level of professional standards in everything we do. We have found Nolan Financial to be an exemplary business partner within the BOLI arena, matching our passion for outstanding client service.   In the case Davidson v. Henkel Corporation, a former employee and participant in the company’s Nonqualified Deferred Compensation (NQDC) plan sought to recover plan benefits that were reduced because the employer failed to recognize the Internal Revenue Code’s “Special Timing Rule” for the withholding of FICA taxes on vested contributions to the NQDC plan. (more…) Bethesda, Maryland – December 18, 2014: Nolan Financial has appointed James C. Bailey to the company’s Board of Directors. Mr. Bailey is a Founder and Partner at Bailey & Ehrenberg PLLC in Washington, DC. (more…) Bethesda, Maryland – December 9, 2014: Nolan Financial has successfully completed its annual Statement on Standards for Attestation Engagements (SSAE) 16 Type II Audit and is proud to have received its ninth unqualified opinion from auditors (no exceptions noted) for the testing portion of the report. (more…) 2014 Global M&A Activity Surges: Need to Reevaluate Executive Benefits Bank Owned Life Insurance (BOLI): Interagency Guidelines – OCC Bulletin 2004-56   Bethesda, Maryland – July 10, 2014: Nolan Financial, a leading provider of the custom design, communication, funding and recordkeeping of nonqualified retirement plans and Bank Owned Life Insurance (BOLI) consulting, is pleased to announce a series of new hires.  The additional team members will help grow and expand Nolan Financial’s footprint and service its national client base. (more…) Bethesda, Maryland – June 26, 2014:  Nolan Financial, a leading provider of Nonqualified Retirement Plans, Bank Owned Life Insurance (BOLI) consulting, funding and record keeping services, launched its new responsive website design, http://www.nolanfinancial.com. (more…) Pat Fergen, Human Resources Specialist, Avera McKennan Hospital & University Health Center I am a Human Resources Specialist in the area of Compensation and Benefits. Kim Enebo, the director of Compensation and Benefits is my direct supervisor. (more…) Kim Enebo, Human Resources Director, Avera McKennan Hospital & University Health Center We had been with a different supplemental/executive benefit provider, and the laws were getting more complicated. We were going to spend a lot of money for something that would allow us to comply with these new laws. When we were trying to get our arms around the new laws, I was introduced to Nolan Financial. To Mike Nolan, specifically. We described what we were currently doing, our concerns, the main one being needing to be compliant. And through conversations with Mike, we became very comfortable, very quickly, with how well he understood not only the previous laws but how to create a solution to be compliant as we moved forward. (more…) Bill McLean, Senior Vice President, Avera McKennan Hospital & University Health Center We were in a relationship with another vendor. Their service was always very good, but their product was getting more expensive than we could justify. We just couldn’t make it work, so we decided to look for other alternatives. Someone who had worked with Mike referred Nolan Financial. (more…) Patti Murzyn, Human Resources Specialist (retired), Lincoln Financial Group In 1999, a gentleman at Lincoln Financial, a friend of Mike Nolan’s, was looking to move our deferred compensation plan from Wells Fargo to another firm. Mike came in and made the pitch, and after some other discussions, Lincoln Financial decided to go with Nolan. I was an administrator working in executive compensation at the time. Deferred compensation had been handled in the benefits area, but was now moved to the executive comp area. I began handling small parts of the plan administration. Up until October 2003, I had an administrative position where I worked on parts of the executive compensation plan. But because I had picked up a lot working with Nolan from 2000 on, I was offered a promotion to a rofessional position to manage the deferred compensation plan. I had just one week to work with the outgoing manager, and my new supervisor was knee deep in the new payroll system. (more…) Karen Kanjian, Head of Compensation, Lincoln National Corporation When I first came to Lincoln Financial and was given responsibility for the legal compliance side of our deferred compensation plans, I had never heard of Nolan. My first impulse was to move to a more prominent name-brand recordkeeper, one that I was familiar with from “big firm” life. This was based on the fact that the name-brand recordkeepers were familiar to me and I knew that they could handle all the tracking and reprogramming required by the new Jobs for Americans Act of 2004. (The Jobs Act is a statute that spells out the legal parameters for how to make deferral and distribution elections. There are, within those parameters, many different plan designs that comply. So part of the challenge is which plan design or features do you want for your population within the 5-8 ways you could design it.) (more…) 5 Essential Components of a Nonqualified Deferred Compensation Plan   TheIRS or Yours: Who Is Really Getting Relief?   Introduction / Problem The harsh reality is that personal income tax levels for the highly compensated will more than likely be rising. Additionally, some personal income tax deductions will also be reduced or eliminated, making it even more difficult for the highly compensated to properly save for retirement. (more…) Introduction There was a recent article in Plan Advisor1 that examined an increasing trend in Requests for Proposals that bundled qualified and nonqualified plans. The driving force behind this trend comes from the plan sponsor’s desire to offer a user-friendly experience in which employees can access their qualified and nonqualified plans through a single vendor’s website. (more…) Problem Every CEO/business owner wants his or her company to grow and become more profitable. For this to happen, a company must have the dedication and support of its key employees. To increase loyalty and retention, key employees need to see and feel that they are making a significant contribution toward the organization becoming a larger and more profitable entity. How can a CEO/owner accomplish this? (more…) Introduction In the lexicon of four letter words that continue to create consternation, Risk is one that we face on a daily basis. Oftentimes, we do not even consider the risks we take in our lives. While we will not be discussing risk in our home life, we will discuss risk in our business life. Indeed, it is very difficult to separate personal risk from business risk, but often the risk decisions we make in our business life trickle into our personal life. The reverse is equally true. There is and always will be a risk-reward continuum that governs all of us as we plan and execute our daily decisions. (more…) Retirement Planning   Introduction A nonqualified deferred compensation (NQDC) plan is meant to be a retirement planning tool and not to be confused as a perquisite or excessive executive compensation. An NQDC plan is offered by the executive’s employer as a vehicle for him or her to offset the benefit accrual limits imposed by the government on 401(k) plans or other qualified pension plans. Oftentimes, the press will try to exploit the deferred compensation balance of an executive disclosed in the company’s proxy as another indication of excessive compensation being paid to the already highly compensated executive. What the press is obviously trying to ignore is the fact that this deferred compensation balance is nothing more than the executive’s own compensation which he or she elected to defer with the anticipation of supplementing their own company’s 401(k) or defined benefit pension plan. (more…) Making Nonqualified Plan Distributions Stretch: Distribution Options – What’s the Big Deal?   Change Is In The Air: A Focused Approach to Executive Attention in 2011   Planning Outside The Box With Nonqualified Executive Retirement Plans   Strategically Designed Nonqualified Executive Benefit Plans   Equity-Based Plans vs. Nonqualified Executive Benefit Plans   409A Corrections in 2010   Planning for NQDC Distributions May Avoid State Taxes   Pension Closeout Opportunities   A Challenge for The Times: Managing Your Nonqualified Plans in a Difficult Economy   Retirement Planning for Executives: “Are You on Your Own?”   Non-Qualified Executive Compensation Plans: The Transition Period Has Ended—Operating in a 409A Environment   Effective Executive Compensation: “The Common Sense Three-Legged Stool”   Executive Attraction and Retention: “The Right Solution”   (Nonqualified Plans): To Fund or Not to Fund? That is the Question   Chevy Chase, Maryland – January 9, 2014: Nolan Financial is pleased to announce the relocation of its national headquarters, effective February 3, 2014.  The company will remain just outside of Washington, D.C. and will be located at 6720-B Rockledge Drive, Suite 140, Bethesda, MD  20817. (more…) Welcome to WordPress. This is your first post. Edit or delete it, then start blogging! Chevy Chase, Maryland – December 9, 2013: Nolan Financial has successfully completed a SSAE 16 Type II Audit, which resulted in an unqualified report with the American Institute of Certified Public Accountants’ (AICPA). The SSAE-16 audit creates an international platform of required standards for multi-national public companies to easily assess vendors, business processes and overall viability of those companies. (more…) Chevy Chase, Maryland – January 23, 2013: Nolan Financial has added new content on its website to provide valuable insight into its recordkeeping system and services.  The new page, Nonqualified Plan Technology, lists some of the unique features of Nolan Financial’s system and how these features can benefit clients. While viewing the new page, be sure to watch the Participant and Plan Sponsor demonstration video. (more…) Four Nonqualified Plan Trends To Watch With Tax Rate Increases   Chevy Chase, Maryland – January 14, 2013: Nolan Financial has successfully completed a SSAE 16 Type II Audit, which resulted in an unqualified report with the American Institute of Certified Public Accountants’ (AICPA). The SSAE-16 audit creates an international platform of required standards for multi-national public companies to easily assess vendors, business processes and overall viability of those companies. (more…) Chevy Chase, Maryland – May 7, 2012: Nolan Financial Group, a leading provider of custom design and administration services for nonqualified deferred compensation plans, is pleased to announce two new additions to the Nolan Financial team. Mr. William H. Palmer joins Nolan Financial as a Senior Managing Director and Jennifer Bruce will hold the position of Regional Marketing Director.  Mr. Palmer and Ms. Bruce will focus on executive benefits in both the for-profit and tax-exempt sectors. (more…) Chevy Chase, Maryland – April 17, 2012: Nolan Financial Group, a leading provider of custom design and administration services for nonqualified deferred compensation plans, announced the opening of a new office in Irvine, California as part of their strategic expansion. The opening comes on the heels of another new office recently opened in Dallas, Texas. (more…) Chevy Chase, Maryland – March 5, 2012:  Nolan Financial Group, a leading provider of custom design and administration services for nonqualified deferred compensation plans, announced that in response to growing demand, it has established a plan administration office in Dallas, Texas.  The new location will create a strategic operations center to better respond to the needs of the firm’s growing national client base.  The new office, located in the uptown Dallas area, will extend the support of Nolan Financial’s core team of professionals, headquartered just outside the nation’s capital in Chevy Chase, Maryland.   (more…) Chevy Chase, Maryland – January 10, 2012: Today Nolan Financial Group announced that, for the sixth consecutive year, its non-qualified plan administration unit received an unqualified SSAE -16 report within the American Institute of Certified Public Accountants’ (AICPA) internationally recognized auditing standard known as SSAE – 16 (Standards for Attestation Engagements No. 16). The examination is conducted annually by independent outside auditors and tests the effectiveness of a company’s internal controls.Nolan Financial’s receipt of an unqualified SSAE – 16 Report provides assurance to plan sponsors and their independent auditors of the effectiveness of Nolan Financial’s plan services control environment. This report eliminates the need for plan sponsors to incur the expense of testing these controls. (more…) Chevy Chase, Maryland – January 10, 2012: Today Nolan Financial Group announced that, for the sixth consecutive year, its non-qualified plan administration unit received an unqualified SSAE -16 report within the American Institute of Certified Public Accountants’ (AICPA) internationally recognized auditing standard known as SSAE – 16 (Standards for Attestation Engagements No. 16). The examination is conducted annually by independent outside auditors and tests the effectiveness of a company’s internal controls. (more…) On November 30, 2010, the IRS issued Notice 2010-80 (Modification to the Relief and Guidance on Corrections of Certain Failures of a Nonqualified Deferred Compensation Plan to Comply with § 409A(a)). This NolanWIRE discusses the ameliorative relief, offering the most generous provisions, available only until December 31, 2010. Subsequently, less generous provisions will apply. In order to take advantage of the most generous provisions of the corrective relief available, the corrections must be made by December 31, 2010. (more…) Chevy Chase, Maryland – November 19, 2010:  Nolan Financial Group today announced that, for the fifth consecutive year, its Non-Qualified Plan Administration Unit received an unqualified SAS-70 Type II Report within the American Institute of Certified Public Accountants’ (AICPA) internationally recognized auditing standard known as SAS-70 (Statement of Auditing Standards No. 70).  The examination is conducted annually by independent auditors in order to test the effectiveness of a company’s internal controls. (more…) The Next Generation of Funding Alternatives for Nonqualified Plans   Chevy Chase, Maryland – March 22, 2010:  Michael E. Nolan, President & CEO of Nolan Financial, affiliated with Lincoln Financial Advisors Corp. presented a workshop at the American Society of Pension Professionals & Actuaries (ASPPA) annual summit held in Orlando from March 14-16, 2010.  Over 1,000 retirement sales and investment professionals attended this premiere event from across America, including Broker/Dealer Registered Representatives, Registered Investment Advisors, Plan Administrators (TPAs) and Product and Service Professionals. (more…) 409A Second Chances   Chevy Chase, Maryland – December 15, 2009: Nolan Financial today announced that for the fourth consecutive year its Non-Qualified Plan Administration Unit received an unqualified SAS-70 Type II Report within the American Institute of Certified Public Accountants’ (AICPA) internationally recognized auditing standard known as SAS-70 (Statement of Auditing Standards No. 70).  The examination is conducted annually by independent auditors in order to test the effectiveness of a company’s internal controls.  (more…) Additional Analysis of the Executive Compensation Restrictions that Apply to TARP Companies   Chevy Chase, MD – Nolan Financial is pleased to announce the appointment of Mr. Sean Gautam to its Board of Directors.  Mr. Gautam is President of Intelligrity Capital Management, LLC and a published author on strategic investing.  Before founding Intelligrity Capital Management, Mr. Gautam served as Sr. Vice President and CFO of Nolan Financial from 1996 through 2006. (more…) SEE THE CIRCULAR 230 DISCLAIMERS APPENDED TO THE CONCLUSION OF THIS WASHINGTON REPORT. The Internal Revenue Service issued Notice 2009-49 to provide that equity purchases under the Troubled Asset Recovery Program (“TARP”) do not cause changes in control that would allow accelerated distributions for Revenue Code section 409A purposes. In taking this position, the IRS noted that to allow accelerated distributions following such government purchases would be inconsistent with the purposes of TARP and 409A. The notice provides that this position is effective for TARP equity purchases entered into on or after June 4, 2009. (more…) Limitations on Terminating and Otherwise Changing Nonqualified Deferred Compensation Arrangements Subject to Code Section 409A   Chevy Chase, MD – Nolan Financial announces the release of a new Supplemental Benefits System that has been integrated into their existing nonqualified participant account website, NolanLink.com. The new system has been designed to meet the specific needs of hospital and health care system clients and their plan participants in the ongoing administration of their 457(b) and 457(f) plans. (more…)


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اینگیلیسجه ویکی‌پدیاسی‌نین ایشلدنلری طرفیندن یارانمیش«Lincoln National Corporation»، مقاله‌سیندن گؤتورولوبدور.( ۲۰ دسامبر ۲۰۱۸ تاریخینده یوْخلانیلیبدیر). قارداش پروژه‌لرده لینکولن نشنال قورومو گؤره داها آرتیق بیلگی‌لر تاپابیلرسینیز.


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