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

 

Get Started

Earn up to a $100 rollover reward by consolidating your 401(k) or IRAs to EECU Investment and Retirement Services available through CFS.**

 

 

  • Name * Required

Rollover Amount

$25,000 – $49,000

$50,000 – $99,999

$100,000 +

Cash Reward

$25

$50

$100

 

Plus, enjoy other benefits that include

  • Potentially lower fees
  • Allocate, diversify & re-balance in one portfolio
  • Possible estate planning features
  • Access to customized financial planning

 

 

*Offer valid through December 31, 2019, for individuals who roll over either a IRA or 401(k) with CFS. Qualifying individuals will receive $25.00 for rollovers between $25,000.00- $49,999.99, $50 for rollovers between $50,000.00-$99,999.99 and $100 for rollovers of $100,000.00 or more. Payment will be made to the individual’s EECU savings account within 90 days after meeting conditions. Payment subject to 1099 reporting requirements. Must schedule appointment with CFS by December 31, 2019 to receive this offer. Must be 18 or older to participate. Limit one savings deposit per individual. 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 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 judgements, 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. EECU has contracted with CFS for investment services.