A rollover is a distribution from an IRA or an employer-sponsored retirement plan that is reinvested in another IRA or employer-sponsored retirement plan.
An investment exchange is a movement of retirement assets between 403(b) investment providers within the same plan both occupying a "payroll slot" with the employer where contributions, earnings and tax basis amounts are maintained.
A contract exchange is a movement of retirement assets between a 403(b) investment provider (with a payroll slot) and a 403(b) vendor (who does not occupy a payroll slot) within the same plan where contributions, earnings and tax basis amounts are maintained.
A plan-to-plan transfer is a movement of retirement assets from one employer's 403(b) plan to another employer's 403(b) plan where contributions, earnings and tax basis amounts are maintained.
You can make a rollover, investment exchange, contract exchange* or plan-to-plan transfer into your GuideStone retirement plan if you are any one of the following:
*In order to complete a contract exchange, your employer must have, or must enter into, an Information Sharing Agreement with GuideStone.
What are the advantages of moving your money to your current employer-sponsored retirement account at GuideStone?
Rollover to your GuideStone 403(b) from a 403(b), 401(k) or IRA.
Incoming Contract Exchange or Plan-to-Plan Transfer from another 403(b).