Annual Checklists

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To assist with your fiduciary responsibilities, GuideStone® provides annual checklists that highlight key items you should consider as a retirement plan sponsor.

Access the checklist(s) that fit your plan:

Southern Baptist Church 403(b)(9) Plan Annual Checklist
If your church is part of the Southern Baptist Convention (SBC) denominational plan, this checklist is for you.

403(b)(9) Plan Annual Checklist
If your church or qualified church-controlled organization (QCCO) is NOT part of the SBC denominational plan, this checklist is for you.

403(b) Plan Annual Checklist
If your organization has a 403(b) plan and is subject to nondiscrimination testing (NDT), this checklist is for you.

409A Plan Annual Checklist
If you have employees who utilize a nonqualified deferred compensation plan, this checklist is for you.

401(k) Plan Annual Checklist
If your organization is for-profit, this checklist is for you.

457(b) Plan Annual Checklist
If your organization has a 457(b) deferred compensation plan, this checklist is for you.

457(f) Plan Annual Checklist
If your organization has a 457(f) nonqualified deferred compensation plan as a supplemental retirement saving option, this checklist is for you.

Automatic Enrollment Checklist
If your retirement plan has the plan design feature of automatic enrollment, use this checklist in addition to your retirement plan checklist above.

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