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Roll over funds to your GuideStone retirement account

By bringing all of your retirement savings (other 403(b)s, 401(k)s or traditional IRAs) to one place, it may be easier for you to manage your accounts and monitor your progress. 
Why roll over with GuideStone?
  • Take advantage of investments with performance + values
  • Establish a simple solution to managing multiple accounts
  • Access award-winning investment options
  • Invest in the nation's largest Christian-screened mutual fund family
  • Work with a trusted provider with more than 95 years of financial stability
  • Pay no taxes on eligible consolidations
  • Exclude eligible distributions from your taxes under the ministers' housing allowance
Is a rollover right for you?

As you make this investment decision, it’s important to consider all of your options.

Roll over to a GuideStone IRA
If your employer does not offer a GuideStone retirement plan, moving your savings to a GuideStone IRA will provide you with the following:
  • Advantageous tax benefits
    • Traditional IRA contributions are generally tax-deductible
    • Roth IRA withdrawals are tax-free at retirement, on eligible contributions
  • Portfolio diversification through GuideStone investment options
  • Simplified asset management through consolidation to GuideStone
Roll over to your GuideStone retirement plan

If your employer offers a GuideStone retirement plan, you may be eligible to bring your previous retirement savings with you and take advantage of the following benefits:

  • Potential tax benefits for ministers
  • Continued tax-deferred growth on savings
  • Portfolio diversification through GuideStone investment options
  • Simplified asset management through consolidation to a single account
Maintain the retirement plan with your former employer

If you are able to leave your money in your former employer’s retirement plan, it may offer you a variety of benefits, including:

  • Investment options that may not be available through GuideStone
  • Option to roll over in the future following additional research

It is important to note that not all employers allow former employees to utilize their employer-sponsored retirement plans. Check with your former employer before making a decision.

Three easy steps to completing your rollover:

Step 1: Use our online rollover tool for step-by-step assistance in completing your rollover form.

Step 2: Print, sign and mail your rollover paperwork to the address on the form.

Step 3: Contact your current retirement plan or IRA provider to see if they require additional paperwork.

Roll over to GuideStone

Need additional assistance? Speak with a GuideStone rollover specialist at 1-888-98-GUIDE.

Retail products such as IRAs, personal investment options and institutional investment opportunities are made available through GuideStone Financial Services, member FINRA.

Be sure to consider all of your available options before rolling over your retirement assets. It is important to consider all of the potential advantages and disadvantages of rolling over your retirement assets to an IRA, including the different investment options that are available to you as well as the services, fees, expenses, withdrawal restrictions and tax consequences of rolling over your assets to an IRA. Other options are available besides rolling over your employer-sponsored retirement plan, including leaving the account with your previous employer. An employer-sponsored retirement plan may offer advantages investors can’t get if they roll the money into an IRA.

As of September 30, 2018, GuideStone Funds has $13.2 billion in assets, which makes GuideStone Funds the nation’s largest Christian-screened mutual fund family. No other fund family with a Christian screen exceeds GuideStone Funds in asset size.