Fiduciary Tools

Understanding Your Fiduciary Responsibilities

As a leading industry expert on 403(b)(9) church plan responsibilities and requirements, GuideStone® is uniquely positioned to partner with you in fulfilling your fiduciary obligations. We have the resources you need to navigate your fiduciary responsibilities successfully.

Check out our   Plan Administration Roadmap   for Churches and Qualified Church-Controlled Organizations Check out our Plan Administration Roadmap for Nonqualified Church-Controlled Organizations

Organizing Retirement Plan Documentation

The first step in fulfilling your fiduciary obligations is to organize your retirement plan documents. Collect your policies and procedures as well as retirement plan documents and store them in a safe, easily accessible place. If you’re unsure where to start, you can always access your plan documents under the “Document Center” tab in the GuideStone Employer Access® Program (EAP).

Access EAP Now

Developing an Investment Policy Statement

A key component of fiduciary responsibilities includes assessing the investment menu provided in the retirement plan. It is considered best practice for an Investment Policy Statement (IPS) to be created and maintained. In addition to a comprehensive IPS Development Toolkit, we also provide a Sample IPS Outline for 403(b)(9) Church Plans.

View the IPS Toolkit

View the IPS Outline

Download our FREE white paper.

Download our FREE white paper.