Get a $100 gift card when you rollover your 401(k) or IRA.*

Advice matters
Having a financial plan is a key component in saving and planning for your retirement. At Patelco, we understand that everyone’s financial situation is different. Our licensed CFS** Financial Advisors in your neighborhood will take the time to listen to your needs, explain your options, and provide comprehensive holistic advice so you can be confident in the steps you are taking to reach your financial goals.

Save for retirement and get rewarded
When you roll over your 401(k) or IRA of $25,000 or more, you’ll get a $100 Amazon e-gift card. Plus, when you consolidate previous employers’ 401(k) plans, you can enjoy these additional benefits:

  • Easier money management with all your accounts in one place
  • Access to more investment options with a rollover IRA
  • Choose from Managed Accounts, Mutual Funds, Stocks, Bonds, Annuities and more

Find your local CFS Financial Advisor to schedule your complimentary consultation, visit your local branch, or call 800.358.8228.

*Offer valid through November 30, 2019, for members who roll over either an IRA or 401(k) with CFS. Amazon e-gift cards will be emailed within 30 days after meeting conditions, while supplies last. Qualifying members will receive $100 for rollovers of $25,000 or more. Must schedule an appointment with CFS by November 30, 2019 to receive this offer. Must provide a valid email address. Must be 18 or older to participate. CFS reserves the right to provide a rain check 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 judgments, 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. Patelco Credit Union has contracted with CFS to make non–deposit investment products and services available to credit union members.

If you receive $600 or more in prizes from Patelco throughout the year, we’ll send you an IRS Form 1099.

Changing job or planning for retirement?

Understand your options