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Retirement Plan to Add Eventide Mutual Funds to Option J

Authored by: Jerry Rich
Date: November 18, 2024
List of the 8 institutional grade Eventide funds available

Since 2013, the investment Option J, Biblically Responsible Funds, has offered morally-screened mutual funds to members of the FCMM Retirement Plan. At the time, the Timothy Plan was the pioneer in such screening and the fund family was made available. By 2015, GuideStone Financial Resources had repackaged investment funds exclusive to their plan into mutual funds accessible on major exchanges. FCMM added the GuideStone family of funds into Option J for 2016.

 

Of course, FCMM-managed collective funds (Options C, D, and E) have always featured moral screening to limit investing in securities in which the corporate entity is recognized by FCMM to have significant involvement in products, services, or activities that are incompatible with the moral and ethical tenets and values of the Evangelical Free Church of America.

 

As the providers of funds screened for moral issues have developed more sophisticated tools for detailed scrutiny, one family of funds in particular has emerged as a leader in offering funds with positive  investing for common good along with careful moral values screening – Eventide mutual funds, eventideinvestments.com.

 

FCMM is please to announce the addition of the Eventide Mutual Funds to Option J, effective January 2, 2025.

 

Members may update their investment choices for future investing via Form 03 Investment Selection (and optional Salary Deferral). Members who have not previously invested in Option J, will also need to submit Form 07 Biblically Responsible Funds Selection. This form, updated with Eventide Funds, will not be available until shortly before or shortly after the new year.

 

Members already invested in other mutual funds within Option J may select Eventide Funds via accessing their account online.

 

To reallocate investments among FCMM Options, use the printed Form 15 Asset Transfer (for pre-tax) or Form 16 Asset Transfer (for Roth).

Eventide Mutual Funds will be added to Option J fund choices, effective January 2, 2025.