Congratulations on deciding to enroll in the Legacy Health retirement plan!
Get started
To enroll in your plan, you can go online to LincolnFinancial.com and follow the step-by-step instructions, or complete the enrollment kit.
Manage your account online
Take charge of your retirement by getting started and learn how to register for online account access.
Learn how to get started.
Get help with your account
- Update your contributions or set up automatic increases at LincolnFinancial.com . To change your savings rate, go to the Contributions tab and enter a new percentage, then click UPDATE. To set up automatic contribution increases, check the sign-up box, enter the percentage, frequency and start date, then click UPDATE.
- Reallocate your balance or update investment elections by logging in to your account at LincolnFinancial.com . Go to the Investments tab and click Change investments, then click the CHANGE INVESTMENTS button and follow the prompts. Click SUBMIT CHANGES to confirm your changes. If you've elected a model, it may automatically rebalance for you. Contact your Lincoln Financial retirement consultant if you have questions.
- Please remember: Distributions from pretax accounts are subject to income tax upon withdrawal. Distributions from Roth accounts are tax-free as long as certain criteria are met. Distributions from either pretax or Roth accounts taken before age 59½ may be subject to an additional 10% federal tax penalty. You should consult with a tax advisor before withdrawing any money from your account. Once you are ready to take a distribution, contact your Lincoln Financial retirement consultant for more information and assistance.
Have additional questions about your 403(b) plan? Review our full list of FAQs , call our Customer Service Center at 800-234-3500 or set up a meeting with a Lincoln Financial retirement consultant.