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401(k) Rollover Options

Switching jobs or retiring?

Suddenly you are faced with the question of what to do with your 401(k) with your former employer. You may have more options than you are aware of, and our team of CFS* Financial Advisors at Bellco Credit Union are here to help you explore your 401(k) rollover investment opportunities.

How satisfied are you with your Pension or 401(k) Plan?

If you're scratching your head thinking, "How do I deal with so many choices?" you're not alone. By consulting with one of our licensed CFS* Financial Advisors you may find that your current plan is suitable for your specific needs, or you may discover that there are other opportunities out there to help you meet your financial goals. Bring your most recent 401(k) statement in for a thorough evaluation. Our CFS* Financial Advisors are more than happy to talk to you.

For more information or to schedule a complimentary consultation, please call 1-800-BELLCO1, email or visit any Bellco branch.

*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. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

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.