Adopt our 403(b) - Employer
Adopt our 403(b) Ministers Retirement Plan to help you and your staff prepare for the future—while continuing to support AG ministries.
When you’re ready to enroll, here’s how to get started. And if you have any questions along the way, our customer service specialists are here to help! Call us at 800-821-1112 or connect with us here.
1. Adopt the plan.
- Employer Adoption Agreement ( PDF) ( DocuSign)
2. Have all participating employees enroll.
- Review our Offering Circular and Investment Options.
- Complete the Employee Enrollment Agreement ( PDF) ( DocuSign) to establish your account.
- Complete the Contribution Agreement (or use your employer’s form) if you will be making salary deferral contributions from your paycheck.
- If you want to transfer assets from another retirement plan, complete the Direct Rollover/Transfer Request Form and include a copy of your most recent statement.
3. Wait to receive notification from GenFi Ministries (letter or email) with instructions to begin contributions via secure portal.