Lincoln Retirement Services Company, LLC, is herein ...
Lincoln Retirement Services Company, LLC, is herein referred to as ("Lincoln").
September 15, 2011
RE: Changes to the investment menu at University of Texas System Retirement Program
Dear UT System Retirement Program participant: You are receiving this letter because you are either currently contributing to, or you have assets with, a UT Retirement Program funded with the Lincoln Alliance? program that will be changing effective November 15, 2011. Lincoln Financial Group and the University of Texas System Retirement Program are dedicated to helping you plan for the financial future you want. As part of that commitment, the investment funds are regularly monitored according to established criteria that include (but are not limited to) overall performance, objective, fees, fund management, and fit within the line-up. The goal is to maintain an array of investments to help diversify your account according to your individual retirement planning needs, while offering an appropriate number that can be effectively monitored. As a result of the latest review, we are pleased to announce the introduction of a streamlined fund line-up with competitively performing funds and competitive fees. This streamlined fund line-up provides you an array of high quality funds across the risk spectrum while making it easier for you to select the investment options that best fit your individual situation. These changes will occur on November 15, 2011. The details of the changes are outlined in the following pages. Not all investments listed in the charts will apply to you. To review your exact investment holdings, log in to or call 800 454-6265, then select option *8.
IMPORTANT: Actions to Consider
If you are satisfied with how your current contributions will be redirected, then you do not need to take any action. However, if you would like to change how your future contributions will be redirected prior to the fund change occurring, then you must update your asset allocation no later than 4:00 pm Eastern Time (3:00 pm Central Time) on November 14, 2011. After this date and time, you will still have the ability to change the direction of your future contributions, but it will be for a future effective date.
Any assets that you currently have in any fund that will no longer be available after November 15, 2011, will remain in that fund unless you take action to transfer those assets to another investment fund offered after November 15, 2011.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
You may wish to take this opportunity to call the Customer Contact Center at 800 454-6265, then select option *8, to contact your Lincoln Financial Representative in order to review your overall retirement plan investments and goals.
For additional information about your retirement fund offerings or for assistance with making any fund changes, please contact the Customer Contact Center at 800 454-6265, then select option *8, or log on to . Sincerely, Your Dedicated University of Texas Lincoln Financial Group Support Team
Enclosures
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Supervising office: Lincoln Financial Advisors Corp., 1300 S. Clinton St., Fort Wayne, IN 46802-3506. 800-454-6265.
Mutual funds used in the Lincoln Alliance? program are sold by prospectus. An investor should carefully consider the investment objectives, risks, and charges and expenses of the investment company before investing. The prospectus contains this and other important information and should be read carefully before investing or sending money. Investment values will fluctuate with changes in market conditions, so that upon withdrawal, your investment may be worth more or less than the amount originally invested. For a prospectus, please contact your Lincoln representative or Lincoln at 800 454-6265, then select option *8.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
CRN201108-2057495
EMBC0911-2791
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