When you change jobs or retire, you don’t have to lose the benefits you’ve been reaping from your employer’s tax-deferred retirement plan. SEFCU, through our partnership with UVEST*, can help you transfer the funds you’ve accumulated to a new employer plan or an IRA. And at SEFCU, rolling over is easy. Call our Investment Representatives at 518-862-1955 or 800-727-3328 (outside the 518 area code) or e-mail us at sefcu@uvestmail.com to find out more about the rollover options best suited to your needs.

*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