Retirement Plan Consultants

Please click one of the links below if you are a financial consultant professional looking to collaborate with GuideStone Retirement Solutions.

A National Leader in 403(b)(9) Evangelical Church Plans

GuideStone is a leader in church retirement plans and uniquely qualified to provide your client’s church or organization with a competitive, customized retirement plan. Similar to a 401(k) retirement plan, a 403(b)(9) church plan is a non-ERISA employer-sponsored retirement plan available for nonprofit, faith-based organizations. Although it’s called a church plan, it’s not just for churches. Many religiously affiliated entities such as hospitals, universities, children’s homes and other para-church organizations qualify for this valuable plan type.

Learn how our expertise serves the following faith-based organizations:

Churches and faith-based organizations are made for ministry. Their retirement plan should be, too.

Four Areas GuideStone Sets Itself Apart
GuideStone is a leading industry expert of 403(b)(9) church plan responsibilities and recordkeeping.

Our 403(b) retirement plan experts understand this unique niche of plan sponsors, specializing in the intricacy of plan documents, compliance and administration — whether it be non-ERISA plan benefits, specific fiduciary responsibilities or the proper designation of housing allowance.

GuideStone offers a flexible investment menu with competitive pricing your clients want, and you expect.

We know you require a variety of retirement investment choices to align with your client’s goals and objectives. We offer that flexibility with multiple investment menus that include diversified 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.

GuideStone is an experienced investment manager for both institutional and individual investors.

As the investment adviser to GuideStone Funds, the nation’s largest* faith-based mutual fund family, GuideStone Capital Management, LLC, believes:

  • Prudent stewardship of investor assets includes the incorporation of multifaceted FAITH-BASED investing program.
  • An emphasis on INTENTIONAL risk may help investors reach their long-term goals.
  • ACTIVE portfolio management that identifies best-in-class managers and optimize the allocation of capital among them may add value over a full market cycle.

Our fees are as flexible as our investment menu.

We know competitive pricing for a retirement plan is important and enhances participant outcomes. GuideStone offers transparent pricing with no hidden fees. Our plan services fee includes plan design and documents, recordkeeping and plan administration, trustee services and participant education.

But the best part is that you’ll be working with an organization committed to treating you right. Our 98% satisfaction rate is more than just a number — it’s our reputation and our honor. Our participants consistently call us trustworthy, helpful and reliable, and we work diligently every day to prove them right. Working with GuideStone, you can swim as a big fish in a small pond. You’re not a number to us – you will receive the service you need and expect.

Are you a financial consultant professional looking to collaborate with GuideStone Retirement Solutions?

Are you a financial consultant professional looking to collaborate with GuideStone Retirement Solutions?

1 As of September 30, 2024, GuideStone Funds has $20.0 billion in assets, which makes GuideStone Funds® the nation’s largest faith-based mutual fund family. No other faith-based fund family exceeds GuideStone Funds in asset size.

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. It should be read carefully before investing.

GuideStone Capital Management®, a controlled-affiliate of GuideStone Financial Resources®, provides investment advisory services for the Funds.