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Roll over all your retirement accounts to an MBA 403(b) and receive more than just the ease of monitoring a single account and viewing one statement. Additional benefits include:

• A large variety of investment options including index funds, actively-managed funds, target-date strategies, risk-based strategies and our premier fixed rate MBA Income Fund
• Significant tax savings with Retired Ministers Housing Allowance, an option not available through IRAs
• Roth deferral option
• Ability to invest with your values utilizing our award winning screened fund options

For AG Credentialed Ministers/Ministry Employees
Rollover

A rollover is a movement of funds between different kinds of accounts and is not subject to federal income tax. You are eligible for a rollover if you meet a qualifying event, such as a separation from service, disability, or attainment of age 59½. If you meet one of these qualifiers, you may roll over your 401(k), 457, or 403(b). Traditional IRAs can be rolled over at any time.

Transfers

A transfer is a movement of funds between accounts of the same kind and is not subject to federal income tax. To transfer your funds to your 403(b) account, you must already have a 403(b) through a current employer and not meet any of the qualifications listed for rollovers. In addition, MBA must be an approved vendor of your employer in order to transfer a 403(b).

Start Your Rollover/Transfer
  • Download and complete the Rollover/Transfer Form

    Rollover/Transfer Form

  • Return the form with your latest statement(s)

    Mail to:
    AG Financial Solutions
    PO Box 2515
    Springfield, MO 65801

    A confirmation letter will be sent when your rollover/transfer has been completed.

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