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707 Sable Oaks Drive, Suite 203, South Portland, ME 04106

207-761-4733
Employer Plans and Participants

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 Pine Harbor Advisors 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) 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:

403(b) Participants:

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


Participant Forms & Links:

Retirement Questions for Educators

Retirement Questions for Educators

As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you plan for a comfortable retirement.

*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 link to.

2026 Retirement Plan Contribution Limits

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

Contact Us

Submitting a Form?

**PLEASE NOTE**

All forms provided can be downloaded and saved for your convenience. Paperwork must be sent back to Pine Harbor Advisors (Formerly IIS Financial Services) for processing in one of the following ways: 

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

• Email to info@pineharboradvisors.com; or

• Fax to 207-761-3956

Additional Links & Resources


Understanding The Social Security Fairness Act & How It Affects You


More Financial Information for Teachers


Maine Public Employee Retirement System (MainePERS)


Q&A: Understanding Your 403(b)

Sign up for our Financial Planning Newsletter for Teachers

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Our Approach

We will work closely with you, making sure that you understand and are comfortable with your decisions.

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Our Team

Our team of diligent advisors and support staff will guide you from start to finish while you pursue your goals.

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Take the first step toward a financial plan that’s personal, practical, and built around what matters most to you.

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