Roll over your retirement accounts with us and receive up to $100 in gift cards!
CFS† Investment Advisors at Bay Federal can help you manage, allocate, and diversify your assets to create flexible income solutions.
Both Traditional and In-Service rollovers qualify for this special offer. You may be able to roll over some of your retirement assets while still working for the company sponsoring your plan.
Schedule a complimentary appointment today!
*$100 offer to be paid in $50 gift cards, one per retirement account rollover. $50 gift card provided to all Bay Federal Credit Union members who roll over their IRA, 401(k), or 403(b) with CUSO Financial Services, L.P. (CFS). $50 gift card will also be provided to clients of CFS who refer a member who in turn rolls over their IRA, 401(k), or 403(b) with CFS. Limit of two $50 gift cards per member for a maximum annual total of $100. Offer valid through December 31, 2016. Credit Union employees are not eligible for the referral bonus associated with this promotion. Credit Union members must schedule an appointment with CFS by December 31, 2016 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 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. Bay Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.