The IRS 403(b) regulations emphasize the requirement that employers who have multiple investment providers coordinate information among providers and verify that any transaction activity within the plan complies with the plan provisions and are within legal limits.

GuideStone makes compliance easy by providing helpful resources for plan administration:

• Download and retain the Things to Consider (pdf) document as a reference guide for items to coordinate between plans.
• Complete the Authorized Provider List to document authorized providers for your plan.

Utilizing a sole provider like GuideStone can help streamline plan administration. GuideStone provides sample language to be used for a Change of Provider Letter for your convenience.

GuideStone Financial Resources has been dedicated to enhancing the financial security of our plan participants for 90 years. Our employees are highly experienced with church retirement plans and stand ready to help you. Please email us or call 1-888-98-GUIDE (1-888-984-8433) for additional information.

This information should not be considered tax or legal advice. GuideStone stands ready to assist your organization as you work with your legal and tax advisers by providing resource information that you and your adviser may find beneficial.