GuideStone Rollover

Consolidate Your Retirement Accounts

Whether it’s an old employer-sponsored retirement account or an IRA, you can roll over your retirement savings to GuideStone^®. By bringing all of your retirement savings to one place, it may be easier for you to manage your accounts and monitor your progress.

Is a rollover right for you?

As you make this investment decision, it’s important to consider all of your options.

• Roll over to your GuideStone retirement plan
  If your employer offers a GuideStone retirement plan, you may be eligible to bring your previous retirement account(s) with you and take advantage of:
• Continued tax-deferred growth on savings
• Portfolio diversification through GuideStone investment options
• Simplified asset management through consolidation to a single account
• Extensive retirement and investment educational resources
• Exclusion of eligible distributions from taxes for ministers under the minister’s housing allowance
• Roll over to a GuideStone IRA
  If your employer does not offer a GuideStone retirement plan or if an IRA is a better fit for you, moving your previous retirement account(s) to a GuideStone IRA will provide you with:
• Advantageous tax benefits
• Traditional IRA contributions are generally tax-deductible
• Roth IRA withdrawals are tax-free at retirement on eligible contributions
• Portfolio diversification through GuideStone investment options
• Simplified asset management through consolidation to GuideStone
• Maintain the retirement Plan with your former employer
  If you are able to leave your money in your former employer’s retirement plan, it may offer you a variety of benefits, including:
• Investment options that may not be available through GuideStone
• Option to roll over in the future following additional research

It is important to note that not all employers allow former employees to utilize their employer-sponsored retirement plans. Let us help you evaluate your options before making a decision.

What are key considerations before I move an account?

• Will I have access to financial advice and education?
• Will the provider offer enough investment options to appropriately diversify my portfolio?
• Will the provider help simplify my asset management?
• How much do my investments cost and what does my advisor earn?
• What are my distribution options?

Why roll over with GuideStone?

• Take advantage of faith-based investments
• Establish a simple solution to managing multiple accounts
• Access to a wide range of investment options
• Invest in the nation's largest¹ faith-based mutual fund family
• Work with a trusted provider with more than a century of trusted service
• Pay no taxes on eligible consolidations
• Potentially access a lower-expense solution
• Receive fund allocation guidance on your assets
• Exclude eligible distributions from your taxes under the minister's housing allowance
• Pay no commission, transaction or wrap fees to open and maintain a GuideStone account

Three easy steps to completing your rollover:

Step 1: Use our online rollover tool for step-by-step assistance in completing your rollover form.

Step 2: Print, sign and mail your rollover paperwork to the address on the form.

Step 3: Contact your current retirement plan or IRA provider to see if they require additional paperwork.

Roll over to GuideStone

Need additional assistance? Speak with a GuideStone customer solutions specialist at 1-888-98-GUIDE (1-888-984-8433).