Consolidating other assets into your GuideStone 403(b) retirement account is simple and relieves the burden of having to track several accounts. You’ll enjoy multiple advantages:
- No custodial fees.
- No minimum investment requirement per fund.
- A variety of Christian-based, socially screened investment options.
- Distributions may be eligible for a minister’s housing allowance exclusion.
- One trusted provider with more than 90 years of financial stability.
- No tax consequences for eligible consolidations.
What types of plans can I consolidate into my retirement account?
There are several types of investments you can consolidate into your GuideStone account:
- 403(b) or 401(k) retirement accounts.
- Traditional IRAs.
- Other investments may be eligible to roll over as well. Contact GuideStone for assistance.
Roll over now
Our dedicated team of experts is ready to answer your questions, complete the necessary forms and guide you through the consolidation process. Call us at 1-888-98-GUIDE (1-888-984-8433) between 7 a.m. and 6 p.m. CST Monday–Friday. You can also email us anytime or request a call back at your convenience.
Can I consolidate investments without assistance?
If you don’t need assistance, you can select one of the forms below. However, please consider contacting GuideStone so that we can together quickly retrieve needed information from your current custodian.
If you have any additional questions, please don’t hesitate to contact us.