Lincoln Financial names new manager, reports processing error and SECURE 2.0 coordination
Lincoln Financial introduced a new primary relationship manager for Placer County, reported and corrected a duplicate-rollover processing error, and said it is coordinating with County payroll to implement SECURE 2.0 Roth catch-up provisions in 2026.
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Lincoln Financial presented its quarterly plan and performance review to the Placer County Deferred Compensation Committee on March 25, 2026, introducing Anne Cappell as the plan’s new primary relationship manager and confirming continued vendor support from Ashley Campbell. The committee received notice of one service-level guarantee miss — a duplicate rollover transaction — which Lincoln reported was corrected.
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