Scripps Health FAQs
Q: I heard Lincoln Financial Advisors was Acquired by Osaic Inc. Is my Lincoln Multi-Fund® 403(b) account still with Lincoln Financial Group?
Yes. Nothing has changed regarding your Lincoln Multi-Fund® 403(b) account. Lincoln Financial Advisors (LFA) was just one part of Lincoln Financial Group, which also included retirement plans and investment/insurance products. When LFA was purchased by Osaic Inc, this did not affect any of the plans or products you have with Lincoln Financial Group.
Q: Can I start contributing my Lincoln Multi-Fund® 403(b) account again?
No. Effective August 2010, the Lincoln Multi-Fund® 403(b) plan was frozen to new payroll deposits. To make ongoing 403(b) contributions, you must work with the Scripps Health current 403(b) provider, Fidelity Investments.
Q: Can I rollover other retirement accounts into my Lincoln Multi-Fund® 403(b)?
Yes. Your Lincoln Multi-Fund® 403(b) account may accept incoming rollover deposits from other pre-tax retirement accounts.
Q: Can I still meet with you to review my Lincoln Multi-Fund® 403(b) account?
Yes. We recommend that you review your retirement and investment accounts at least annually. This will help ensure that its allocation, diversification, performance, risk level, and overall cost are still meeting your needs. We can also help determine if your beneficiary designations and other important items are up to date.
Q: I am no longer employed with Scripps Health; can I still work with your office?
Yes. We specialize in customized investment and retirement planning to see you to and through your retirement years, regardless of your employment status. If you are no longer working with Scripps Health, you may have additional investment opportunities available to you. Please let us know if you would like to discuss your unique investment or retirement planning needs.
Q: Do you accommodate walk-ins, or do I need to make an appointment?
We highly recommend scheduling an appointment in advance, as our office utilizes a hybrid work-model.
Q: I have an old Scripps Health 403(b) at American Funds from before 2010, can I still work with Shorelight Wealth Group?
Yes. We still service the American Funds 403(b) plan through Scripps Health. Please contact our office for more information.