We will be performing routine system maintenance on Saturday, January 29th at 10pm until Sunday, January 30th at 2am. All of our systems will be unavailable during this time, including online banking, telephone banking and ATM service may be limited. If you planned to use any of our services during this time, please make other arrangements prior to the maintenance window. We apologize for any inconvenience this may cause.

Rollover Planning

When retiring or starting a new job, understand the options for your existing retirement savings.

Here’s an opportunity to attend a valuable virtual seminar on this important topic.

Rollover Planning

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

In this session you will learn the answers to questions, including:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-3380150.2-1220-0123