There can be many potential benefits to consolidating your money under one roof—for example, more effective management of your asset allocation, diversification, potentially lower fees, more services, and better planning.

For a limited time, get $100** for bringing your IRA or 401(k) to us.

Beginning April 1, you’ll earn a $100 bonus when you consolidate your 401(k) or IRA account of $25,000 or more.

Schedule your appointment with one of our CFS Financial Advisors and claim your bonus today!

In or nearing retirement, everyone should begin to look closely at their funds. If you have IRAs, 401(k)s and pension plans at multiple firms, you may want to consider consolidating your accounts.* One of our CFS Financial Advisors can help answer your rollover questions and find ways to potentially:

  • Save money on annual fees
  • Create opportunities to allocate, diversify, and rebalance in one portfolio
  • Simplify required minimum distributions
  • Provide access to one easy consolidated statement

To learn more about consolidating retirement accounts, contact us today to schedule a complimentary, no-obligation appointment.

*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.

 

**Offer valid for members who transfer an IRA or roll over a 401(k) with CFS. Qualifying members will receive $100.00 for transfers or rollovers of $25,000.00 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 be 18 or older to participate. Limit one savings deposit per member. Limited time offer. While supplies last. 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 judgements, required minimum distributions and possession of employer stock.