Investment Solutions for Churches and Ministry Organizations
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 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.
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.
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. Information on past quarterly returns can be accessed by clicking here.
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
All retirement plans have fees associated with investment, record keeping, and administration. At Servant Solutions, we’re committed to keeping expenses low (and we do). Our nonprofit status translates to savings for our members.
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.
“Servant Solutions has been such a blessing for me. I really appreciate all the assistance Servant Solutions continues to give us. It is a blessing to have an organization that truly cares
- Kathy C”
“We’re thankful for Servant Solutions and their giftedness in helping pastors prepare for the financial future. We’re unconcerned about the market’s volatility, as we believe you have our best interest at heart...”
Are you nervous about the high volatility in the market these days? Check out this video to gain some perspective. You may just find it is better to stay put with your current investment strategy and avoid a poorly timed decision.