List of Lincoln National Corporation Retirement Recordkeeping Customers
Radnor, 19087, PA,
United States
Since 2010, our global team of researchers has been studying Lincoln National Corporation Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Lincoln National Corporation Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Lincoln National Corporation Retirement Recordkeeping for Retirement Recordkeeping include: Montclair Public Schools United States, a United States based Education organisation with 1150 employees and revenues of $170.0 million, Door County United States, a United States based Government organisation with 450 employees and revenues of $113.0 million and many others.
Contact us if you need a completed and verified list of companies using Lincoln National Corporation Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Lincoln National Corporation Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Door County United States | Government | 450 | $113M | United States | Lincoln National Corporation | Lincoln National Corporation Retirement Recordkeeping | Retirement Recordkeeping | 2021 | n/a |
In 2021 Door County United States implemented Lincoln National Corporation Retirement Recordkeeping to administer assets held FBO Door County 403(B), with SEC filings identifying Lincoln Retirement Services Company as the recordkeeper and custodian for the county's 403(b) plan. The implementation of Lincoln National Corporation Retirement Recordkeeping positions the application as the central Retirement Recordkeeping system for plan accounting and participant custody in the United States.
The deployment centers on 403(b) retirement recordkeeping and custodial participant accounts, reflecting the FBO plan designation shown in regulatory filings. Configuration and functional use include participant account maintenance, contribution posting workflows, investment accounting and reconciliation, participant statement generation, and standard plan reporting and compliance support typical of Retirement Recordkeeping solutions. These capabilities are aligned to manage employer and participant records for the county plan and to support payroll contribution processing workflows commonly associated with 403(b) plan administration.
Operational ownership is aligned to county plan administration, with primary business functions impacted including retirement plan administration, human resources, and finance. Governance practices emphasize fiduciary recordkeeping and regulatory compliance tracking for the 403(b) plan, and participant communications and account servicing are managed through the recordkeeping platform. The SEC filing signal confirms Lincoln National Corporation serves as the recordkeeper and custodian for Door County United States under the implemented Retirement Recordkeeping arrangement.
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Montclair Public Schools United States | Education | 1150 | $170M | United States | Lincoln National Corporation | Lincoln National Corporation Retirement Recordkeeping | Retirement Recordkeeping | 2021 | n/a |
In 2021, Montclair Public Schools implemented Lincoln National Corporation Retirement Recordkeeping. The district lists Lincoln Financial as an approved 403b vendor and publishes Lincoln contact information for participant enrollment, beneficiary updates and participant services on the district website, establishing Lincoln National Corporation Retirement Recordkeeping as the vendorized solution for retirement administration.
The implementation emphasizes retirement recordkeeping and participant website and enrollment services consistent with the Retirement Recordkeeping category. Functionally, the Lincoln National Corporation Retirement Recordkeeping application is used to manage participant enrollment workflows, beneficiary data maintenance, and participant service contacts, and it is referenced by the district payroll and benefits materials as the designated 403b recordkeeper.
Operational responsibility is centered with the district payroll and benefits offices, which direct participants to Lincoln through published contact channels, creating a governance model that centralizes vendor contact management and participant self-service. The vendor listing implies operational linkage between the Lincoln participant-facing website and district payroll and benefits administration for 403b processing, while vendor contact publication supports ongoing beneficiary updates and participant services.
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