Servant Solutions Retirement Plan Options

What are the two key ingredients to building adequate assets for retirement? Carefully diversified investments and consistent saving habits. We’re believers in these principles for a simple reason: because they work. At Servant Solutions, our Retirement Plan provides quality investment choices. We offer a flexible investment lineup so you can match your personal preferences, style, and goals for retirement with the option that’s right for you.

We have three investment options to choose from. We like to call these “We Do the Driving” (LifeFund Age-Based Portfolios), “You Do the Driving” (Mutual Funds), and a “Parking Lot” option (Principal Fixed Income Option). Each investment option is unique and has its own specific investment objective. You get to exercise control over which option you want to invest in and how much of your Plan contributions and assets you want to invest in each one. The choice of how to invest is entirely up to you. We understand this can feel daunting in the beginning, and that’s why we provide detailed information about each option to help guide you to the wisest decision. You won’t be in this alone.

Regardless of your investment selection(s), all of our funds are reviewed each quarter by an independent consulting firm for performance and value. You can be confident your account is getting the close attention it deserves—always.

Have questions? Want to talk through your options? Call us and we’ll be glad to help! It’s what we do.

LifeFund Age-Based Portfolios (“We Do the Driving”)

Our most popular investment option is the LifeFund Age-Based Portfolios (better known in the market as “Target Date Funds”). LifeFunds are a better option for those participants looking for a “do it for me” approach. The LifeFunds have an asset allocation solution that adjusts over the participant’s lifespan…which we call a glide path…and is perfect for busy participants who want to take a hands-off approach. Investment composition of the LifeFund Age-Based portfolios can be found here.

Click on the fund name to view the Fact Sheet

Additional Lifefund Details

Mutual Fund Options (“You Do the Driving”)

For participants who want to create their own allocation and “do it themselves,” we offer a diversified mix of mutual funds that address a majority of asset classes and categories. All of our funds are chosen by our Board of Trustees’ Investment Committee, with much input and professional guidance from Ronald Blue Trust, our investment advisory firm. Ronald Blue Trust is a national leader in financial planning and investment advisory services. The organization also brings the important element of a Christian worldview into its investment strategy.

Click on the fund name to view the Prospectus and the symbol to view the Fact Sheet.

Fund Name	Asset Class	Symbol
American Funds Washington Mutual Investors R6	Large Cap Value	RWMGX
American Century Diversified Bond I Fund	Intermediate-Term Bond	ACBPX
DFA U.S. Targeted Value Portfolio Instl Fund	Small Cap Value	DFFVX
MFS International Intrinsic Value Fund R3	International Equity	MINGX
PIMCO CommoditiesPLUS Strategy Instl Fund	Real Assets	PCLIX
GuideStone Equity Index Instl Fund	Socially Screened Large Cap	GEQYX
GuideStone International Equity Index Instl Fund	Socially Screened International Equity	GIIYX
GuideStone Medium Duration Bond Instl Fund	Socially Screened Bond	GMDYX
JP Morgan Large Cap Growth R6 Fund	Large Cap Growth	JLGMX
Fidelity® Emerging Markets Idx	Intl Equity/Emerging Markets	FPADX
Fidelity® Extended Market Index	Mid Cap Blend	FSMAX
Fidelity® 500 Index	Large Cap Indexation	FXAIX
Fidelity® Real Estate Index	Real Estate Securities	FSRNX
Fidelity® US Bond Index	Intermediate Term Bond	FXNAX
Fidelity® Total International Index	International Indexation	FTIHX
Vanguard Explorer Admiral Fund	Small Cap Growth	VEXRX
Fidelity® Short-term Bond Index	Extended Market Index Fund	FNSOX

Principal® Guaranteed Option (“Parking Lot”)

Finally, for participants who want to minimize volatility, we offer a stated-rate-of-return fund. This option offers very low market risk by guaranteeing a set rate of return. This fund is called the Principal® Guaranteed Option.

CLICK HERE TO VIEW THE FACT SHEET for this fund.

New to Servant Solutions and looking for more info? Click here and get all your questions answered.

Take the Next Step

Are you an existing participant? Click below to make any updates to your investments.

Investment Change Form

“
I want to thank all of you for your work and help in the last few years in getting my wife and I to the retirement years.
-Walter C”

Learn more