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401(k) & SEP Rollovers** through CFS* at Wright-Patt Credit Union

Financial advice on your retirement plan when leaving a job — our Retirement Solutions team can help you decide which option is best for you.

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When you start a new job, you have some decisions to make about your 401(k) or other retirement plan with your previous employer. With the guidance of a financial advisor or registered representative on our Retirement Solutions team, available through our broker/dealer, CUSO Financial Services, L.P. (CFS),* we’ll sit down with you side-by-side to help you sort through your options for rolling over your money and select the option that’s right for you.

*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.

**Before deciding whether to retain assets in an employer sponsored plan or roll over 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.

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