You can take your 401(k) assets with you when you change jobs or retire—and SEFCU can help through our partnership with UVEST*. Preserve the investment benefits of your 401(k) by rolling over the funds to an IRA or your new tax-deferred employer plan. Call SEFCU at 518-862-1955 or 800-727-3328 (outside the 518 area code) or e-mail us at sefcu@uvestmail.com  to find out how you can make the transfer – and preserve significant tax benefits. After all, you work hard for your income…we’re here to help you make the most of it.

*Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Credit Union Deposit