MBA 403(b)
How to Enroll
- Fill in sections 1-2, General Participant and Employment Information. (Note: Employer signature is required if you are not an AG credentialed minister.)
- Select your investment option in Section 3:
Track 1: MBA Fixed Income Option
The MBA Income Fund pays a fixed rate that is declared quarterly with interest compounding monthly. It has had an attractive stable rate of return since inception over 50 years ago. Your invesment in this fund is used to build AG churches and ministry facilities across the country.
Track 2: Individual Investment Options
Individual funds that allow you to blend the MBA Income fund with a stock strategy.
Target 3: Target-Date Strategies
These strategies are based on your target date of retirement. These fully-screened strategies will automatically become more conservative as that date approaches.
Track 4: Risk-Based Strategies
Steward strategies offer a fully-screened index approach while the Russell strategies offer a non-screened active manager approach.
- Designate your beneficiary(ies) in Section 4.
- Sign and date the form in Section 5.
Download Payroll Deduction Form »
- Complete the Payroll Deduction Form to request, from your employer, pre-tax salary reduction contributions to your 403(b) account or after-tax Roth 403(b) contributions.
Return the MBA Enrollment form to:
MBA
PO Box 2515
Springfield, MO 65801
Keep a copy of the Payroll Deduction Agreement form for your records and send the original form to your employer.
