Individual

/

Retirement

Rolling Over Retirement Accounts to GuideStone

You can roll over your retirement accounts to GuideStone®, whether you have an employer-sponsored plan from a previous job or Traditional or Roth IRAs. Consolidating all your retirement savings to one place may make it easier to manage your accounts and monitor your progress.

Roll Over to GuideStone

Why roll over to GuideStone?

Our faith-based approach equips you to take advantage of a wide range of investment options while staying true to your Christian values. When working with GuideStone, you have a provider with more than a century of trusted service. Rolling your retirement accounts into GuideStone can simplify your finances by keeping all your retirement savings in one place, making them easier to manage and track.

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 consolidate your previous retirement account(s) and potentially benefit from:

  • Continued tax-deferred growth on savings
  • Exclusion of eligible distributions from taxes for ministers under the minister’s housing allowance
  • Portfolio diversification through GuideStone investment options
  • Simplified asset management through consolidation to a single account
  • Extensive retirement and investment educational resources
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 may allow you to potentially benefit from:

  • Advantageous tax benefits
  • Potentially tax-deductible contributions with a Traditional IRA
  • Tax-free qualified withdrawals in retirement with a Roth IRA for eligible contributions
  • Portfolio diversification through GuideStone investment options
  • Simplified asset management through consolidation to GuideStone
Leave Your Balance in Your Former Employer’s Retirement Plan

If you can leave your balance in your former employer’s retirement plan, it may allow you to potentially benefit from:

  • Different investment options
  • 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 roll over my retirement 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?

Simple step-by-step process to complete your rollover:

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

Step 2: Print, sign and return your completed rollover paperwork to GuideStone.

If you get stuck or have more questions while using the tool, schedule a call with a consolidation specialist directly from the tool.

Need additional assistance? Speak with a GuideStone customer solutions specialist at 1-888-98-GUIDE (1-888-984-8433) Monday through Friday, from 7 a.m. to 6 p.m. CT.

Want to Roll Over to GuideStone?

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This information is provided for educational purposes and is not a recommendation. Whether a rollover is appropriate depends on your individual circumstances. Be sure to consider all of your available options before rolling over your retirement assets. It is important to consider all of the potential advantages and disadvantages of rolling over your retirement assets to an IRA, including the different investment options that are available to you as well as the services, fees, expenses, withdrawal restrictions and tax consequences of rolling over your assets to an IRA. Other options are available besides rolling over your employer-sponsored retirement plan or IRA, including leaving the account with your previous employer or IRA custodian. An employer-sponsored retirement plan may offer advantages investors can’t get if they roll the money into an IRA.

Retail products are made available through GuideStone Financial Services®, member FINRA. For more information about the firm, products and services, please review the GuideStone Affiliate Form CRS and visit FINRA’s Broker Check