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To make changes to your 403(b) (9) investments, please log on to the Principal website.

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Note

On your first visit to the Principal website you'll be instructed to set-up a password for your account.  By selecting "new user" you'll be prompted for your social security number and plan number.  Reliant's plan # is 4-76065 .   

403(b)(9) Investment Changes

MyGuideStone.

This is used for changing the investments for your retirement plan

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You will reach a page titled Allocation for Future Contributions. Select the orange box.  "Change Allocation for Future Contributions."

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:

UI Expand
titleTo Change your Future Investment elections
Note

This option

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will only apply for future investments from your payroll. Your previous balance will not be transferred to the new investments unless you also select "

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Account Rebalance" which is another option under

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"Manage Investments

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"

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. Please use caution when selecting these options and seek counsel from

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a Financial Consultant at GuideStone before making changes if you do not understand these options.

 
  1. Select

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  1. "Retirement & Investments" from the main selection bar at the top.
  2. Under "Manage Investments,, Select "Future Investment Elections."
  3. Beneath "Future Allocation Investments," select the options and % percentages that best meet your investing preference.
  4. When your allocations equal 100%, select: "Next"
  5. Review the change to make sure it is correct.  Check the "Confirm" box to confirm the information.
  6. You'll have the option to print the changes or Return to the Investment Overview.
UI Expand
titleTo Re-allocate your existing balance to new investments
Note

Please use caution when selecting these options and seek counsel from a Financial Consultant at GuideStone before making changes if you do not understand these options.

  1. Select "Retirement & Investments" from the main selection bar at the top.
  2. Under "Manage Investments,, Select "Account Rebalance."
  3. Beneath "Select Reallocation Percentages," select the options and % percentages that best meet your rebalancing preference.
  4. When your allocations equal 100%, select: "Next"
  5. Review

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  1. the change to make sure it is correct.

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  1.   
  2. Note: You may be able to check a box to "apply these allocation selections to future allocations for this account type" - if the option exists and that's your preference, check the box (optional)
  3. Check the "Confirm" box to confirm the information.
  4. You'll have the option to print the changes or Return to the Investment Overview.