Lincoln Investment and Capital Analysts Form CRS ▪ Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.

About Us

The Buckeye Deferred Comp Plan has been available since 2004 and has been selected by over 50 Ohio municipalities. The goal and mission of Buckeye Deferred Comp is to ensure solutions are tailored to help fit the long-term financial goals of all participants.

  • Traditional (pre-tax) and Roth (post-tax) investment options available
  • Administered at Buckeye Deferred Comp
  • Automatic rebalancing of investments available at no cost to participant
  • Online access, including quarterly statements with market commentary
  • Face-to-face enrollments and coordination with entire financial portfolio
  • Access to Nationwide group health plan directed at municipalities
  • Estate planning review
  • Life insurance review

Nationwide is not affiliated with The Lincoln Investment Companies, nor any of its representatives.

Benefits for Municipalities

  • Semi-annual reviews for all departments
  • Retirement planning workshops and no-cost retirement analysis for all participants aged 50 and over

The Buckeye Deferred Comp Plan is being offered to employees of member communities as an alternative to, not a replacement for, the Ohio Deferred Compensation Plan. There are several features available that are not currently offered through the Ohio Deferred Compensation Plan:

  • Traditional (pre-tax) and Roth (post-tax) contributions
  • Loan provisions
  • 76 mutual fund families with top-tier funds that cover every major investment category
  • Retirement analysis offered to participants aged 50 and over

The Lincoln Investment family of companies nor any of its representatives is affiliated with the Ohio Deferred Compensation plan or the Buckeye Deferred Comp Plan, and the Ohio Deferred Compensation plan or Buckeye Deferred Comp Plan does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.