LifeStage Investment Management Service

There’s no doubt about it—investing can be confusing and intimidating. But you don’t have to tackle your retirement investments alone. To help you stay on track to achieving financial security, the General Board offers you a free service called the LifeStage Investment Management Service (LifeStage).

LifeStage allocates your contributions and the contributions made on your behalf to your self-directed account(s) among five of the General Board’s investment funds. This asset allocation, or investment mix, represents your individual investment portfolio. It is a customized portfolio that takes into account your General Board retirement assets and your age. If you wish, you can further fine-tune your portfolio by completing the optional LifeStage Personal Investment Profile.

After you sign up for LifeStage, you don’t have to do anything else! LifeStage will manage your self-directed account(s) for you. When your risk profile, age or other factors change, it will adjust your fund allocations accordingly. Sometimes your investment profile will not change, but differences in market returns may cause your investment fund allocations to fall outside a specified range compared with your original target fund allocations. LifeStage will periodically compare your actual investment fund allocations to your target allocations and rebalance your portfolio in a prudent and appropriate manner.

To elect LifeStage, log on to the Online Account Services Information System (OASIS) or call 1-800-851-2201 and use the Interactive Voice Response (IVR) system. You also may submit a paper election form. To obtain a paper form, call the General Board at 1-800-851-2201 between the hours of 8:00 a.m. and 6:00 p.m., Central time, Monday through Friday, and speak to a customer service representative.

For more detailed information about LifeStage, read the General Board Investing Opportunities brochure.