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.
Fees - Mutual fund expenses vary from fund to fund.
Many Buckeye Deferred Comp funds have lower expense ratios than Ohio Deferred Comp funds.
Actual investment return and principal value of mutual funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Please obtain a mutual fund prospectus for complete information including investment objectives, charges, expenses, and risks. Read it carefully before you invest or send money.
The Lincoln Investment family of companies nor any of its representatives is affiliated with the Ohio Deferred Compensation plan and Ohio Deferred Compensation plan does not sponsor, authorize, or endorse the retirement educational services described in this or other communications of Lincoln Investment.
In reference to general account obligations and guarantees, such as is present with certain annuities, the ability for the insurance company to meet these obligations to policyholders are subject to sufficient capital, liquidity, cash flow and other resources of the insurance company.
ODC info as of March 2020 / Source: ohio457.org
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