Serving more than 20,000 churches and ministry organizations with 250,000 participants.
Churches and faith-based organizations are made for ministry. Their retirement plan should be, too. Our 403(b) retirement plan experts understand this unique niche of plan sponsors, specializing in the intricacy of plan compliance and administration — whether it be non-ERISA plan benefits, specific fiduciary responsibilities or the proper designation of housing allowance.
Whether you’re an advisor or organizational leadership asking the questions, we can help you find the answers.
We know you require a variety of retirement investment choices to align with an organization’s goals and objectives. We offer that flexibility with a menu that ranges from conservative to aggressive with our faith-based investments through GuideStone Funds®, complemented by access to a platform of up to 20,000 non-screened asset-based funds. Therefore, organizations can choose to invest in only faith-based Funds or utilize a customized fund menu with GuideStone’s Target Date Funds and asset-class funds of their choice.
We also believe that an organization should be able to invest according to its values without sacrificing fund performance. The common misperception with faith-based investing is that performance must be forfeited to align with the investor’s Christian values effectively. But at GuideStone, we make it our goal for faith-based preferences to deliver exceptional investment performance.
Our tiered-investment menu allows plan participants to select a diversified portfolio strategy based on their time, interest or knowledge of investments. Our three investment approaches
help the full range of investors — from novice to experienced — meet their unique savings objectives with diversified investment options across all management classes.
We know competitive pricing for a retirement plan is important and enhances participant outcomes. GuideStone offers transparent pricing with no hidden fees. Our comprehensive plan services fee includes plan design and documents, recordkeeping and plan administration, trustee services and participant education.
Our 403(b) retirement plan support services are also designed for churches, ministries, and faith-based institutions like our investment lineup, tiered-investment menu and fee choice. We design our administrative, recordkeeping and plan support services to complement fiduciary services and come alongside an organization in the same manner we come alongside our participants. GuideStone will customize how we work with you to help best serve the organization.
You should carefully consider the investment objectives, risks, charges and expenses of the GuideStone Funds before investing. A prospectus with this and other information about the Funds may be obtained by calling 1-888-GS-FUNDS (1-888-473-8637) or downloading one at GuideStoneFunds.com/Funds. It should be read carefully before investing.
GuideStone Personal Advisory Services is a fee-based service available to investors in personal investment accounts and non-ERISA retirement accounts offered by a GuideStone affiliate. An advisory fee for the service is assessed quarterly and based on total assets in the account. These fees are in addition to the underlying mutual fund fees. Advisory services are offered through GuideStone Advisors, an SEC Registered Investment Adviser. GuideStone Advisors is a controlled affiliate of GuideStone Financial Resources. For more information about the firm, products and services, please review the GuideStone Affiliate Form CRS.