Get $50 when you roll over your retirement account.
We understand that you’ve worked hard to get where you are and we’d like to help make your money work harder for you. Roll over a qualified retirement account with a CFS* registered representative before April 29, 2017 and we’ll give you $50** — it’s that simple.
Plus, receive a no-obligation consultation when meeting with a registered representative at a local Ent Service Center.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC 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. Ent Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**Rollover must be an IRA, 401(k), 403(b), 457, or TSP. Offer valid for individuals who open a new retirement account through Ent Investment Services by April 29, 2017. Only one IRA rollover allowed in any 12-month period. Void where prohibited. Ent membership is required to take advantage of this special offer. $50 will be deposited into the member’s savings account within 14 days after account funding. Taxes are the sole responsibility of the recipient. Limit one $50 reward per client.
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. © Ent Credit Union, 2017