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Willow Creek Community Church 401(k) Conversion Process

About the Willow Creek Community Church 403(b) Plan. Efficient Advisors was founded in 2009 to offer discretionary asset management to individuals, corporations, and trusts. Efficient manages over $270 million for clients in more than 18 states, and is responsible for monitoring and maintaining the investment choices within the plan. Efficient provides global, diversified portfolios to capture the returns of capital markets.

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Willow Creek Community Church 401(k) Conversion Process | willowinvestoru.com Reviews
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About the Willow Creek Community Church 403(b) Plan. Efficient Advisors was founded in 2009 to offer discretionary asset management to individuals, corporations, and trusts. Efficient manages over $270 million for clients in more than 18 states, and is responsible for monitoring and maintaining the investment choices within the plan. Efficient provides global, diversified portfolios to capture the returns of capital markets.
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Willow Creek Community Church 401(k) Conversion Process | willowinvestoru.com Reviews

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About the Willow Creek Community Church 403(b) Plan. Efficient Advisors was founded in 2009 to offer discretionary asset management to individuals, corporations, and trusts. Efficient manages over $270 million for clients in more than 18 states, and is responsible for monitoring and maintaining the investment choices within the plan. Efficient provides global, diversified portfolios to capture the returns of capital markets.

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1

Willow Creek Community Church 401(k) Conversion Process

http://www.willowinvestoru.com/rollover.html

Rollover My Assets into the. Willow Creek Community Church 403(b) Plan. Rolling over your retirement assets into an IRA offers several benefits, all of which can potentially save you time and money. Whether you're consolidating your own retirement accounts from various employers, or consolidating your and your spouse's accounts, you enjoy:. A comprehensive picture of your investment strategy. A single source of income at retirement. Download the Willow Creek Rollover Contribution Form.

2

Willow Creek Community Church 401(k) Conversion Process

http://www.willowinvestoru.com/faq.html

How can I find out more about the investment options? Who should I speak with if I have investment questions? Who should I speak with if I have administrative or other questions? How do I access my account information? How do I change my contribution amount online? How will I receive my statement? Tell me more about the new administrator and recordkeeper. Tell me more about the new investment manager. Q1: How can I find out more about the investment options? Q4: How do I access my account information?

3

Willow Creek Community Church 401(k) Conversion Process

http://www.willowinvestoru.com/INVESTMENT.html

Efficient Advisors' Managed Portfolios. Efficient Advisors' Managed Portfolios. Enhancing Your Portfolio’s Efficiency. Efficient Advisors focuses on narrowing your Efficiency Gap™ by engineering efficient portfolios based on Capital Markets Investment Theory™. This approach is designed to optimize both geographic and asset class diversification and eliminate the drag on your portfolio brought about by unwanted taxable distributions, excessive fees, and unnecessary turnover. What is the Efficiency Gap?

4

Willow Creek Community Church 401(k) Conversion Process

http://www.willowinvestoru.com/provisions.html

All employees except Temporary Contract Employees will be eligible to participate in the Plan and to make pre-tax deferrals on the first entry date. Coincident with or next following his or her attainment of age 18. All full time employees with one year of service are eligible to receive the match. The Plan's entry dates are immediate. You may change your pre-tax contribution at any time. You may stop your pre-tax contribution at any time. You may make investment election changes daily. Your account bala...

5

Willow Creek Community Church 401(k) Conversion Process

http://www.willowinvestoru.com/index.html

About the Willow Creek Community Church 403(b) Plan. Efficient Advisors was founded in 2009 to offer discretionary asset management to individuals, corporations, and trusts. Efficient manages over $1 billion for clients across the country, and is responsible for monitoring and maintaining the investment choices within the plan. Efficient provides global, diversified portfolios to capture the returns of capital markets.

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Willow Creek Community Church 401(k) Conversion Process

About the Willow Creek Community Church 403(b) Plan. Efficient Advisors was founded in 2009 to offer discretionary asset management to individuals, corporations, and trusts. Efficient manages over $270 million for clients in more than 18 states, and is responsible for monitoring and maintaining the investment choices within the plan. Efficient provides global, diversified portfolios to capture the returns of capital markets.

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