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Employer Markets

California Fringe Benefit division of Lincoln Financial Advisors was founded on a strong focus in healthcare facilities and other not-for-profit organizations. Our organization established a relationship with the plan sponsors in the 403(b) and 457 markets and built the cases from the ground up.

Quick Facts

  • California Hospital Association endorsement from 1969 - 1997
  • In 2011 – $3.8 billion total assets and over 108k total participants
  • Plan sponsors include:
    • 63 hospital systems (includes 35 actives and 28 paid ups)
    • 1,274 total facilities (includes NFP schools, hospitals, OR & AK)
    • 725 active facilities

A Legacy of Expertise

  • Lincoln has over 60 years serving 403(b) plan sponsors and participants
  • Nearly 60% of Lincoln’s defined contribution plan assets under management represent 403(b) plans