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Employee and Retiree Service Center (ERSC)
Phone: 301-517-8100
Email: ERSC@mcpsmd.org
Plan Administrator
Dodi Lambert
> 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
Alger
AllianceBernstein
Allianz Global
American Century
American Funds
Ave Maria Mutual Funds
BlackRock
Calamos
Calvert
CCMG Navigator
Columbia Funds
Davis Funds
Delaware
Dodge and Cox Funds
Dreyfus
DWS Investments
Eaton Vance
Fairholme
Federated Investors
Fidelity Advisors
First Eagle
Flex-funds
Franklin Templeton
Goldman Sachs
Hartford
ICON
ING Funds
Invesco
Ivy/Waddell Reed
Janus
John Hancock
JP Morgan
Legg Mason
Lord Abbett
MFS
MMA Praxis
Oppenheimer
Pax World
Permanent Portfolio Funds
Pioneer
Principal Funds
Prudential/Am Skandia
Putnam
RidgeWorth
Russell
Rydex
Selected Funds
Sentinel
Steward Mutual Funds
SunAmerica
Thornburg
Timothy Plan
TransAmerica IDEX
T. Rowe Price
US Global Funds
Vanguard
Wells Fargo Funds

Forms and Documents


All applications and forms should be returned to our Gaithersburg office for processing. They may be faxed to 301-987-7107 or mailed to 203 Brookes Avenue, Gaithersburg MD 20877.

Applications

Below is an application to establish a Retirement Solutions Premier 403(b) or 457 account.

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)
MCPS Disclosure Supplement (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

For performance information, please click on the fund company links above in the PRODUCT OFFERINGS section. You will be directed to the fund company's web site where you can review prospectus as well as up-to-date fund and performance information. You can also find fund performance information at www.morningstar.com.
 

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 and the instructions to obtain the required eligibility certificate.
 

Distribution Request

Distributions may require may require additional information to be processed. Please contact our office at 301-987-7211 to obtain the necessary form.
 

Hardship/Unforeseen Emergency Request

This form is not available for download because you must first be pre-qualified 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 and instructions to obtain the required eligibility certificate.

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
Terence Gallagher
301-987-7211 x 62827
tgallagher@
lincolninvestment.com

FINRA #2232775
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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