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Employee and Retiree Service Center (ERSC)
Phone: 301-517-8100
Email: ERSC@mcpsmd.org
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> Home > Vendors > Hendershot Financial Group and Lincoln Investment Planning Inc.
Hendershot Financial Group and Lincoln Investment Planning Inc.

Hendershot Financial Group and Lincoln Investment Planning Inc. For more than 25 years, Hendershot Financial Group (HFG) has made investment and retirement plan consulting its specialty. Our financial representatives, through their affiliation with Lincoln Investment Planning, Inc., can offer a full range of financial services and products for 403(b), 457 and other retirement plans. Our mission is to help people invest well now so that they can retire well in the future. HFG is located in Gaithersburg, MD, and has been serving employees of Montgomery County Public Schools since 1993.

How To Open An Account and Begin Contributing

Employees must contact Hendershot Financial/Lincoln Investment Planning to schedule a meeting with one of the representatives listed to establish an account(s). Once Hendershot Financial/Lincoln Investment Planning has confirmed your account is established you may submit a Salary Reduction/Deferral Agreement to MCPS to begin your contributions.
 

Product Offerings


Below is a list of the investment companies (fund companies) whose mutual funds are offered within Lincoln Investment's Retirement SOLUTIONS PREMIER. By clicking on the fund company name, you will be directed to the fund company’s Web site where you can review up-to-date fund and performance information. Please contact your financial representative for more information about the investments available in Retirement SOLUTIONS PREMIER.

AdvisorOne Funds
Ariel Mutual Funds
AIM
Alger
AllianceBernstein
Allianz Global (PIMCO)
American Century
American Funds
Calvert
Columbia Funds
Davis Funds
Delaware
Dodge and Cox Funds
Eaton Vance
Evergreen
Federated Investors
Fidelity Advisors
Flex-funds
Franklin Templeton
Goldman Sachs
ICON
Ivy/Waddell Reed
Jackson National
JennisonDryden
JP Morgan
Lord Abbett
MFS
MMA Praxis
Munder Capital
Oppenheimer
Pax World
Pioneer
Principal Funds
Prudential/ Am Skandia
Putnam
Russell
Rydex
Scudder
Security Benefit
Selected Funds
Seligman
Sentinel
Steward Mutual Funds
StrategicPartners
SunAmerica
Thornburg
Timothy Plan
TransAmerica IDEX
T. Rowe Price
Van Kampen

Forms and Documents


Applications

The application kit linked below includes the application and all required investor deliverables which must accompany the application.

Retirement Solutions Premier Application [403(b) or 457(b)] (PDF)

Investor Documents for a new Retirement Solutions Premier Account

Investor Agreement and Disclosure Handbook (PDF)
RSP Investment Advisory Disclosure (PDF)
403(b) Custodial Agreement (PDF)
457(b) Custodial Agreeement (PDF)

Investment Election

The form linked below may be used to change your salary deferral investments but will not affect your existing investment positions.

Salary Deferral Allocation (PDF)

Changes in Personal Information

Change of Name-Address (L16) (PDF)
Change of Beneficiary (RS_RSP 9) (PDF)

Performance Report

See the Available Mutual Funds and Performance section on our web site for this information.
 

Loan Request

This form is not available for download because there is variable information such as Loan Interest Rate and calculations on the Truth in Lending form that need to be pre-populated prior to the form being signed. We also need to calculate and confirm that the maximum loan amount is not being exceeded.

Please contact our office at 301-987-7211 to obtain this form.
 

Distribution Request

Distributions going to another outside custodian or product provider require a Medallion Signature Guarantee and a letter of acceptance from the new custodian.

Please contact our office at 301-987-7211 to obtain this form.
 

Hardship/Unforeseen Emergency Request

This form is not available for download because you must first be pre-qualified by our financial reps and/or staff to see if you can take a hardship. If so, we will assist you with completing the form accurately.

Please contact our office at 301-987-7211 to obtain this form.

Contact Information
for This Vendor
Send an Email Message Now
Plan Numbers
403(b) Plan: Retirement Solutions Premier
457(b) Plan: Retirement Solutions Premier
Web Sites
www.HFGweb.com
www.LincolnInvestment.com
Local Office
Hendershot Financial Group
Lincoln Investment Planning, Inc.
203 Brookes Avenue
Gaithersburg, MD 20877
Hours
Mon-Fri, 9:00am–5:00pm
Phone Numbers
301-987-7211
800-255-8921
Fax Number
301-987-7107
Call Center
301-987-7211 ext. 2
Representatives
Ed Burklo
301-987-7211 x 62103
eburklo@lincolninvestment.com
FINRA #4038536
Kevin Gallagher
301-987-7211 x 66012
kgallagher@
lincolninvestment.com

FINRA #2606785
Brian Grimes
301-987-7211 x 62169
bgrimes@lincolninvestment.com
FINRA #2457477
Tom Hendershot
301-987-7211 x66208
thendershot@
lincolninvestment.com

FINRA #2053266
Jim McNeill
301-987-7211 x 62303
jmcneill@lincolninvestment.com
FINRA #4039174
Perry Ray Stanley
301-987-7211 x62504
pstanley@lincolninvestment.com
FINRA #2434041
Harry Swope
301-987-7211 x 62787
hswope@lincolninvestment.com
FINRA #2054409
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