Adopt our 403(b) - Employee
Enroll in our 403(b) Ministers Retirement Plan to prepare for your future—while continuing to support AG ministries.
When you’re ready to get started, here’s how to begin. 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. Enroll in our 403(b) Plan
- 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.
2. Account Setup and Funding
- Once you have enrolled, your employer will receive notification from GenFi Ministries (letter or email) and will set up your contributions via secure portal.
- Your employer may contact you regarding the setup of your contributions. GenFi Ministries will email you once your account starts funding.