Why Choose Servant Solutions
The Servant Solutions Church 403b(9) Retirement Plan strives to be transparent in every area that affects your investment strategy. Have a question?
Discover detailed investment information below, or contact us to start a conversation about wise planning for a comfortable retirement. For more specific 403b(9) plan questions, you can check out our Retirement Plan FAQ page.
Retirement Solutions for Your Organization
Explore Your Investment Resources
Quarterly Performance Returns
See how the Servant Solutions 403b(9) Church Retirement Plan performs over time. Remember: making wise financial decisions for the future requires planning and research, but it paves the way to a peaceful and secure future.
Investment Options
We offer flexible investment options to help you hit your retirement goals. From LifeFund Age Based Portfolios (“We Do the Driving”) to Mutual Funds (“You Do the Driving”) to Principal Fixed Income (“Parking Lot”), there’s an option for everyone. Plus, each account’s performance is closely monitored by an independent consulting firm quarterly.
Year to Date Performance
Are you interested in seeing the short-term performance of our investment options? This report is updated daily by Principal, our recordkeeper, and it will provide the year-to-date returns and the daily price per share for each investment option. Remember: past performance does not guarantee future results.
Investment Fees
This form initiates funds to be directly rolled over to the Servant Solutions Retirement Plan. It also provides information and details specifying which contributions are/are not eligible for direct rollover.
Transfer Restrictions
Establishing and sticking with a long-term investment plan is important to achieving your goals. Limiting the frequency of investment trades and transfers helps keep your costs low. You can review info on transfers here.
Retirement Investment Plan Advantages
- Begin offering the plan at no charge
- No Form 5500 filings required for employers
- Tax-free housing allowance advantage for eligible ministers
- Employer contributions not subject to Social Security tax at the time of contribution
- Rollovers from other eligible plans possible without tax consequences
- No minimum contribution required to open or maintain an account
- FREE financial education and consultations with a financial planning professional
- Independent, quarterly performance monitoring
Retirement Plan Documents
Ready to learn more about the Servant Solutions Retirement Plan? All the details can be accessed below! You can view or download the Summary Plan Description and Retirement Plan Document here, which contain updated information about all aspects of the plan. If you have any questions, contact us at any time.
Servant Solutions Summary Retirement Plan Document
Servant Solutions Full Retirement Plan Document
Your Next Steps
Ready to Enroll Your Organization?
Start your enrollment process here. We’ll guide you through every step.
Still Deciding?
Want to learn more before you commit? Contact our team here or call (800) 844-8983. A real person is ready to help no pressure, just guidance.