Low-cost, easy-to-administer retirement plans — a great employee recruitment and retention tool.
Retirement plans are one of many benefits companies can offer to attract and retain good employees. Through our broker/dealer, CUSO Financial Services, L.P. (CFS)*, we can create a customized, low-cost retirement plan that is easy to manage. For companies with an existing plan, we can provide a no-obligation plan review of the investment options, costs and plan performance.
*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.