New Member Checklist
A financially secure future should be your expectation—not just a hope. Smart, careful planning paves the way to a peaceful retirement and frees you from worry. At Servant Solutions, we commit to helping you get there wisely. The stewardship of resources is an ongoing process, and we’re here to serve you throughout your journey.
The Servant Solutions 403(b)(9) Retirement Plan strives to be transparent in every area that affects your investment strategy. Have a question? Contact us to start a conversation about wise planning for a comfortable retirement. For more specific 403(b)(9) plan questions, you can check out our Retirement Plan FAQ page.
Welcome!
We would be honored to have you and your employer join the Servant Solutions family. If your employer is already enrolled, please complete the following checklist to establish your individual account.
___1. Complete a Membership Application. You have the option to complete the form electronically or on paper, however you feel most comfortable. If you choose to complete a hard copy version of your Membership Application, you can upload it securely to our online portal.
___2. To make contributions to your Servant Solutions Retirement Plan account, complete a Salary Reduction Agreement. This form lets your Employer know how to adjust your paycheck appropriately. It is an agreement between you and your employer; Servant Solutions does NOT need a copy of the agreement. If you are unsure about how to complete your Salary Reduction Agreement, it may be helpful to review the Contribution Type Definitions.
____3. How is Servant Solutions different from other retirement plans? Download our Strategies for Success booklet to discover how we approach financial resources from a unique, Biblically-based foundation that paves the way for a secure future.
Submit Your First Contribution
After you submit your Membership Application and Servant Solutions receives your first contribution, your account will be established! If you (or your employer) have any questions about how to submit your first contribution to Servant Solutions, please contact us. We’re here to help!
Rollovers from other eligible retirement plans or Traditional IRAs are possible without tax consequence. For information and details specifying which contributions are/are not eligible for direct rollover, consult our Rollover Form.
Access Your Account
As a member, you will receive periodic emails and mailings from Servant Solutions that provide financial and retirement education. You will also receive quarterly account statements from Principal, our partner and recordkeeper.
To access your account with Principal, you can follow these instructions.
Our goal is to provide you with the help and support you need to build a solid financial future. We are your trusted partners in ministry and are committed to providing responsive and excellent service. We are only a phone call away. Contact us whenever you need assistance!