University Federal Credit Union: Live, Learn, Prosper

UT Retirement Plans

UFCU provides UT Retirement Planning through CFS* and ING Financial Advisers, LLC

Are you thinking of opening a UT System supplemental retirement savings plan? Does your current retirement vendor offer you a variety of investment options for the retirement you'd like?

We can help you look at the options with an eye to what fits your future. UFCU Investment Services available through CUSO Financial Services, L.P. (CFS)*, our broker-dealer, can help you establish a UT System retirement account through ING Financial Advisers, LLC. Call us to set up a free, no-obligation consultation with a knowledgeable financial advisor registered through CFS*.

In the comfortable setting of your local UFCU financial center, we can help you sort through the complexities to see which options may best meet your needs. If you have a current plan, we’re happy to provide a free analysis and “second opinion.” Please give UFCU Investment Services a call or email us to make your appointment.

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* 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. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

Printed from the UFCU website. Find this page at:
https://www.ufcu.org:443/accounts/investments/ut_retirement.php?loc=ad