Financial Management Network

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 WBT 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)'s 101 below.

This account often gets confused with the Lincoln National Non-Qualified Annuity, however they are entireley different plans with different rules.



403(b) FAQ

Get answers to some frequently asked questions

Life Span Funds

 

 
 

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