We accept rollovers from employer-sponsored retirement plans
A Rollover is a tax-free transfer of assets from a retirement plan to either a Traditional IRA or another employers retirement plan. Rollovers generally come from 401(k) plans and other types of defined contribution plans.
Rollovers from an employer sponsored retirement plan can be:
You can benefit from a Rollover because:
BCU can work with you to ensure there is a smooth transition of your retirement savings if:
If a rollover is done properly and all rules are followed, there are no taxes or penalties. To ensure your rollover is handled correctly, consult with a Financial Advisor * at BCU.
To get started on a Rollover with a BCU Investment Advisor:
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and 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. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.