Retiring? Changing jobs? As your life changes, your retirement strategy doesn’t have to. SEFCU, through our partnership with UVEST*, can help you preserve the investment benefits from your employer’s tax-deferred savings plan even if you switch jobs or decide you’re ready for retirement. In this section of our website, you’ll find solid information on rolling over your current assets into 401(k) plans, IRAs and other tax-deferred investment vehicles. After all, solid information is what SEFCU members deserve.
*Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
| Not NCUA Insured |
Not Credit Union Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Credit Union Deposit |
Select the rollover vehicle that suits your needs: