Circle-Med-blue

Earn $100* by consolidating your 401(k) or IRA retirement accounts.**

 

Roll over your 401(k). Get $100.*

Earn $100* by consolidating your 401(k) or IRA accounts to CUSO Financial Services, L.P.** available through Arsenal Investment Center

Plus, enjoy other benefits that include:

  • Potentially lower fees
  • Allocate, diversify and re-balance in one portfolio

 

  • Possible estate planning features
  • Access to customized financial planning

 

*Offer valid through April 15, 2021, for members who roll over either an IRA or 401(k) with CFS. Qualifying members will receive $100 for rollovers of $25,000.00 or more. Payment will be made to the member’s savings account within 90 days after meeting conditions. Payment subject to 1099 reporting requirements. Must schedule an appointment with CFS by April 15, 2021 to receive this offer. Must be 18 or older to participate. Limit one savings deposit per member. Limited time offer. While supplies last. CFS reserves the right to provide a raincheck or a substitute of equal or greater value. Before deciding whether to retain assets in an employer-sponsored plan or rollover to an IRA an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

**Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS for investment services.