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403(b) Retirement Plan Resources

for Portland School District Employees

This page is dedicated to Portland school district employees and provides helpful links to start or manage a 403(b) retirement plan with Lincoln Financial. To get started, you should know that IIS Financial Services is an independent financial planning firm and a local representative of Lincoln Financial with offices in South Portland and Augusta, Maine.

Enroll in a 403(b) Plan Today:

Join your coworkers and stay in control of your financial future. To enroll, please fill out the highlighted enrollment form below and send back to our office for processing.

Enrollment Forms & Links:

Enrollment Forms

Lincoln 403(b) Investment Options & Fees

Q&A: Understanding Your 403(b)


403(b) Participants:

Access your account and make changes to your investments, all at your fingertips. Please send all completed forms to retire@iisfinancial.com or fax to 207-761-3956.

Participant Forms & Links:

Online Access and Investment Change Instructions

Contribution Change Form (Salary Reduction Agreement)

Address or Beneficiary Change Form

Lincoln 403(b) Participant Log In

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Need to review your investments and goals, or simply have a question?

Submitting a Form?

**PLEASE NOTE**

All forms provided can be downloaded and saved for your convenience. Paperwork must be sent back to IIS Financial Services for processing one of the following ways: 

Mail to 707 Sable Oaks Dr. Suite 203, South Portland, ME 04106;

Email to retire@iisfinancial.com; or

• Fax to 207-761-3956

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