401(k) Promo
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Earn a $100 rollover reward by consolidating your 401(k) or IRAs to Hawaii State Credit Union Investment and Retirement Services available through CFS**
- Plus, enjoy other benefits that include:
- Potentially lower fees
- Allocate, diversify & re-balance in one portfolio
- Possible estate planning features
- Access to customized financial planning
* Offer valid through December 31, 2023, for members who roll over either an IRA or 401(k) with CFS. Qualifying members will receive $50 for rollovers between $5,000-$49,999.99 and $100 for rollovers of $50,000 or more. Payment will be made to the member’s savings account within 90 days after meeting conditions. Payment subject to 1099 reporting requirements. Must schedule an appointment with CFS by December 31, 2023, to receive this offer. Must be 18 or older to participate. CFS reserves the right to provide a raincheck or a substitute of equal or greater value.
Before deciding whether to retain assets in an employer sponsored plan or rollover 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 Hawaii State FCU. Hawaii State Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.