403(b) and 457(b) Retirement Savings Plans

  • On April 13, 2015 during the Board of Education Regular Session, the Board approved Lincoln Financial Group as the vendor for our 403(b) and 457(b) Employee Retirement Savings Plans.
    Register online to maximize security, see how HERE.

    THIS INFORMATION IS TO ANSWER SOME QUESTIONS REGARDING CARES ACT RMDs OR CARES ACT CRDs THAT MAY ARISE WHEN FILING FOR INDIVIDUAL TAX RETURNS

    GET ONE-ON-ONE HELP: Contact your Lincoln Financial Retirement Consultant HERE

    PLEASE READ: BUILDING CONFIDENCE IN TIMES OF CRISIS

    Our local retirement consultants are Ms. Elaine Norris and Mr. Dave Weiland:

    Elaine Norris, Sr. Retirement Consultant
    410-751-6851  Office
    866-347-6851  Toll-Free
    260-455-9057  Fax
    elaine.norris@lfg.com

    Dave Weiland, CRPC®, CRPS®, Sr. Retirement Consultant
    410-663-1744 Office
    866-755-9771 Toll Free
    410-236-2494 Mobile
    260-455-9771 Fax
    Dave.Weiland@LFG.com

    Lincoln Financial Customer Service: 800-234-3500

    You can access your retirement plan information in the following ways:

    • Online at www.LincolnFinancial.com.
    • By phone, through our Interactive Voice Response (IVR) system, at 800-234-3500. Simply enter your Social Security number (SSN) and your PIN (last four digits of your SSN), then follow the prompts to complete your registration.
    • To access your account information online you will first need to establish a Username and Password. If you currently have a Username and Password for this site, use these access credentials to log into the system. If you need to create a Username and Password, follow the instructions provided below:
    • Go to www.LincolnFinancial.com and select “Register Now.”
      • Under the “Policy/Account Holder” section, select “Retirement Account.”
      • Enter your date of birth, Social Security number, and complete the word challenge on the Account
      • Lookup screen.
      • Next, key in the personal information required to create your security settings.
      • At the Login and Confirm screen select “Log In” and enter your Username and Password.
      • After you create your security questions and images, you will automatically be directed to your account home page.
    • If you have a question regarding access to your retirement account information, you may call our Customer Contact Center for assistance at 800-234-3500, Monday through Friday, 8:00 am to 8:00 pm ET.