Low-cost, easy-to-administer retirement plans — a great employee recruitment and retention tool.
Through a partnership with our broker/dealer, CUSO Financial Services, L.P. (CFS)*, Wright-Patt can provide your business with retirement services that are low-cost and easy to administer. From 401(k) plans to SEP and SIMPLE plans, our CFS Financial Advisors can assist your employees in planning and investing in their financial future.
To talk to a CFS* Financial Advisor about employer retirement plans, click here to schedule an appointment, or call (800) 762-0047, ext. 7855 or (937) 912-7855.
Become a Select Employer Group and add credit union membership to your benefits package. Click here to learn more.
*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. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.