LifeStage Investment Management Service

The LifeStage Investment Management Service (LifeStage) allocates your retirement account contributions and the contributions made on your behalf among five General Board investment funds. The allocation, or investment mix, represents your individual investment portfolio. It is based on your age, the assets in your General Board retirement accounts and the answers you may provide to the LifeStage Personal Investment Profile.

After determining your investment fund allocation, LifeStage manages your account. As your needs change, LifeStage adjusts your allocation accordingly. If your needs have not changed but differences in market returns have caused your individual investment fund allocation to be out of balance, LifeStage periodically rebalances your account to return you to your targeted investment fund allocation.

For more information, see the brochure General Board Investing Opportunities.