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Enroll in the plan

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 video
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.

Mutual funds in the Lincoln Alliance® program are sold by prospectus. An investor should carefully consider the investment objectives, risks, and charges and expenses of the investment company before investing. The prospectus and, if available, the summary prospectus contain this and other important information and should be read carefully before investing or sending money. Investment values will fluctuate with changes in market conditions, so that upon withdrawal, your investment may be worth more or less than the amount originally invested. Prospectuses for any of the mutual funds in the Lincoln Alliance® program are available at 800‑234‑3500.

The Lincoln Alliance® program includes certain services provided by Lincoln Retirement Services Company, LLC and Lincoln Financial Group Trust Company, Inc. with wholesale marketing and distribution services provided by Lincoln Financial Distributors, Inc. (LFD), a wholesale broker-dealer (member FINRA). All entities listed are affiliates of Lincoln Financial, the marketing name for Lincoln National Corporation. Unaffiliated broker-dealers also may provide services to customers. Account values are subject to fluctuation, including loss of principal.

Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components, and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge. The annuity’s value fluctuates with the market value of the underlying investment options, and all assets accumulate tax-deferred. Withdrawals of earnings are taxable as ordinary income and, if taken prior to age 59½, may be subject to an additional 10% federal tax. Withdrawals will reduce the death benefit and cash surrender value.

Investors are advised to consider the investment objectives, risks, and charges and expenses of the variable annuity and its underlying investment options carefully before investing. The applicable variable annuity prospectus contains this and other important information about the variable annuity and its underlying investment options. Please call 800-4LINCOLN (800-454-6265) for a free prospectus. Read it carefully before investing or sending money. Products and features are subject to state availability.

Multi-Fund® variable annuities (contract numbers 18829, 18831, 25982, 28645, 28883, 30070-B, and state variations) are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contractual obligations are subject to the claims-paying ability of The Lincoln National Life Insurance Company.

Some investment options may not be available in all states and your employer may restrict the availability of some investment options. The investment return and principal value of an investment will fluctuate so that when withdrawn from the contract it may be worth more or less than the original cost.

There is no additional tax-deferral benefit for an annuity contract purchased in an IRA or other tax-qualified plan. Not for use in New York.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.