EX-99.M2C 2 d454507dex99m2c.htm AMENDMENT TO DISTRIBUTION SERVICES AGREEMENT - LFI-LFD Amendment to Distribution Services Agreement - LFI-LFD

AMENDMENT TO DISTRIBUTION

SERVICES AGREEMENT

This Amendment (the “Amendment”), effective as of the 1st day of October 2023 (the “Effective Date”), shall be between Lincoln Investment Advisors Corporation, a Tennessee corporation, and Lincoln Financial Distributors, a Connecticut corporation.

WHEREAS, the parties hereto entered into the Distribution Services Agreement (the “Agreement”), executed and effective as of May 01, 2008, as amended; and

WHEREAS, effective March 13, 2023, Lincoln Investment Advisors Corporation underwent a name change to “Lincoln Financial Investments Corporation.”

NOW, THEREFORE, in consideration of the promises and mutual covenants hereinafter contained, the parties, intending to be legally bound, agree as follows:

 

  1.

Schedule A shall be deleted in its entirety and replaced with the amended Schedule A attached below.

 

  2.

All references in the Agreement to “Lincoln Investment Advisors Corporation” are hereby changed to “Lincoln Financial Investments Corporation.”

The parties hereto have caused this Amendment to be signed by their duly authorized officers as of the Effective Date, and effective in accordance with the dates noted above.

 

LINCOLN FINANCIAL INVESTMENTS

CORPORATION

    LINCOLN FINANCIAL DISTRIBUTORS, INC.

/s/ Benjamin A. Richer

   

/s/ John Kennedy

Name: Benjamin A. Richer     Name: John Kennedy
Title: Senior Vice President     Title: Chief Executive Officer; President

 

1


Schedule A

To the Distribution Services Agreement

Dated May 1, 2008

between

Lincoln Variable Insurance Products Trust

and Lincoln Financial Distributors

Service Class I Shares

 

  Fund    12b-1 Fee
      (Per Annum)

Lincoln Hedged Nasdaq-100 Fund

       0.35 %

Lincoln Hedged S&P 500 Conservative Fund

       0.35 %

Lincoln Hedged S&P 500 Fund

       0.35 %

Lincoln Nasdaq-100 Buffer Fund Mar

       0.35 %

Lincoln Nasdaq-100 Buffer Fund Jun

       0.35 %

Lincoln Nasdaq-100 Buffer Fund Dec

       0.35 %

Lincoln S&P 500 Buffer Fund Feb

       0.35 %

Lincoln S&P 500 Buffer Fund May

       0.35 %

Lincoln S&P 500 Buffer Fund Nov

       0.35 %

Lincoln S&P 500 Ultra Buffer Fund Feb

       0.35 %

Lincoln S&P 500 Ultra Buffer Fund May

       0.35 %

Lincoln S&P 500 Ultra Buffer Fund Nov

       0.35 %

LVIP American Balanced Allocation Fund

       0.35 %

LVIP American Century Select Mid Cap Managed Volatility Fund

       0.35 %

LVIP American Global Balanced Allocation Managed Risk Fund

       0.35 %

LVIP American Global Growth Allocation Managed Risk Fund

       0.35 %

LVIP American Growth Allocation Fund

       0.35 %

LVIP American Income Allocation Fund

       0.35 %

LVIP American Preservation Fund

       0.35 %

LVIP Baron Growth Opportunities Fund

       0.25 %

LVIP BlackRock Dividend Value Managed Volatility Fund

       0.25 %

LVIP BlackRock Global Allocation Fund

       0.25 %

LVIP BlackRock Global Allocation Managed Risk Fund

       0.35 %

LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund

       0.35 %

LVIP BlackRock Real Estate Fund

       0.25 %

LVIP BlackRock Inflation Protected Bond Fund

       0.25 %

LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund

       0.35 %

LVIP Blended Large Cap Growth Managed Volatility Fund

       0.25 %

LVIP Blended Mid Cap Managed Volatility Fund

       0.25 %

LVIP Channing Small Cap Value Fund

       0.25 %

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund

       0.35 %

LVIP Delaware Bond Fund

       0.35 %

LVIP Delaware Diversified Floating Rate Fund

       0.25 %

LVIP Delaware Diversified Income Fund

       0.30 %

LVIP Delaware High Yield Fund

       0.30 %

LVIP Delaware Limited-Term Diversified Income Fund

       0.30 %

LVIP Delaware Mid Cap Value Fund

       0.35 %

LVIP Delaware U.S. REIT Fund

       0.30 %

 

2


  Fund    12b-1 Fee
      (Per Annum)

LVIP Delaware SMID Cap Core Fund

   0.30%

LVIP Delaware Social Awareness Fund

   0.35%

LVIP Delaware U.S. Growth Fund

   0.30%

LVIP Delaware Value Fund

   0.30%

LVIP Delaware Wealth Builder Fund

   0.25%

LVIP Dimensional U.S. Core Equity 1 Fund

   0.35%

LVIP Dimensional U.S. Core Equity 2 Fund

   0.25%

LVIP Dimensional U.S. Equity Managed Volatility Fund

   0.25%

LVIP Dimensional International Core Equity Fund

   0.25%

LVIP Dimensional International Equity Managed Volatility Fund

   0.25%

LVIP Fidelity Institutional AMSM Select Core Equity Managed Volatility Fund

   0.35%

LVIP Franklin Templeton Global Equity Managed Volatility Fund

   0.25%

LVIP Global Aggressive Growth Allocation Managed Risk Fund

   0.25%

LVIP Global Conservative Allocation Managed Risk Fund

   0.25%

LVIP Global Moderate Allocation Managed Risk Fund

   0.25%

LVIP Global Growth Allocation Managed Risk Fund

   0.25%

LVIP Mondrian Global Income Fund

   0.25%

LVIP Government Money Market Fund

   0.25%

LVIP Invesco Select Equity Income Managed Volatility Fund

   0.35%

LVIP JPMorgan Core Bond Fund

   0.25%

LVIP JPMorgan High Yield Fund

   0.25%

LVIP JPMorgan Mid Cap Value Fund

   0.25%

LVIP JPMorgan Retirement Income Fund

   0.25%

LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund

   0.25%

LVIP JPMorgan Small Cap Core Fund

   0.25%

LVIP JPMorgan U.S. Equity Fund

   0.25%

LVIP Loomis Sayles Global Growth Fund

   0.35%

LVIP MFS International Growth Fund

   0.25%

LVIP MFS International Equity Managed Volatility Fund

   0.25%

LVIP MFS Value Fund

   0.25%

LVIP Mondrian International Value Fund

   0.25%

LVIP Multi-Manager Global Equity Managed Volatility Fund

   0.35%

Lincoln Opportunistic Hedged Equity Fund

   0.35%

LVIP PIMCO Low Duration Bond Fund

   0.25%

LVIP SSGA Bond Index Fund

   0.25%

LVIP Franklin Templeton Multi-Factor International Equity Fund

   0.25%

LVIP Franklin Templeton Multi-Factor Emerging Markets Equity Fund

   0.25%

LVIP SSGA Emerging Markets Equity Index Fund

   0.25%

LVIP SSGA International Index Fund

   0.25%

LVIP SSGA International Managed Volatility Fund

   0.25%

LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund

   0.25%

LVIP SSGA Large Cap Managed Volatility Fund

   0.25%

LVIP SSGA Mid-Cap Index Fund

   0.25%

LVIP SSGA Nasdaq-100 Index Fund

   0.25%

 

3


  Fund    12b-1 Fee
      (Per Annum)

LVIP SSGA S&P 500 Index Fund

   0.25%

LVIP SSGA Short-Term Bond Index Fund

   0.25%

LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund

   0.25%

LVIP SSGA Small-Cap Index Fund

   0.25%

LVIP SSGA SMID Cap Managed Volatility Fund

   0.25%

LVIP SSGA Conservative Index Allocation Fund

   0.25%

LVIP SSGA Moderate Index Allocation Fund

   0.25%

LVIP SSGA Moderately Aggressive Index Allocation Fund

   0.25%

LVIP SSGA Conservative Structured Allocation Fund

   0.25%

LVIP SSGA Moderate Structured Allocation Fund

   0.25%

LVIP SSGA Moderately Aggressive Structured Allocation Fund

   0.25%

LVIP SSGA Global Tactical Allocation Managed Volatility Fund

   0.25%

LVIP T. Rowe Price Growth Stock Fund

   0.25%

LVIP T. Rowe Price Structured Mid-Cap Growth Fund

   0.25%

LVIP T. Rowe Price 2020 Fund

   0.25%

LVIP T. Rowe Price 2030 Fund

   0.25%

LVIP T. Rowe Price 2040 Fund

   0.25%

LVIP T. Rowe Price 2050 Fund

   0.25%

LVIP T. Rowe Price 2060 Fund

   0.25%

LVIP U.S. Aggressive Growth Allocation Managed Risk Fund

   0.25%

LVIP U.S. Growth Allocation Managed Risk Fund

   0.25%

LVIP Vanguard Bond Allocation Fund

   0.25%

LVIP Vanguard Domestic Equity ETF Fund

   0.25%

LVIP Vanguard International Equity ETF Fund

   0.25%

LVIP Wellington Capital Growth Fund

   0.25%

LVIP Wellington SMID Cap Value Fund

   0.25%

LVIP Western Asset Core Bond Fund

   0.25%

Service Class II Shares

 

  Fund    12b-1 Fee (Per
      Annum)

LVIP American Global Growth Fund

   0.55%

LVIP American Global Small Capitalization Fund

   0.55%

LVIP American Growth Fund

   0.55%

LVIP American Growth-Income Fund

   0.55%

LVIP American International Fund

   0.55%

 

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