Lincoln 403(b)

Everything You Need to Know 


Overview

This is the retirement plan used for all contributions from payroll deductions. It is the only account you can fund directly from your PI paycheck, and the only way to make contributions is directly from your paycheck. Lincoln Alliance is the plan provider from which you receive your quarterly account statements.

For access to your online account, allocation and contribution changes see the 403(B) FAQ

The Lincoln Alliance 403(b) plan has 2 account options: the pre-tax 403(b) and the Roth 403(b). For an explanation of these options reference 403(b) FAQ below.



403(b) Enrollment Site

Log Into Lincoln and confirm your info, select a contribution amount, name beneficiaries, and select your investments

403(b) FAQ

Life Span Funds

 

 
 

For financial advice feel free to contact us