Retirement Account Rollover

After you left a previous job, did you leave behind your retirement account, too? If so, we can show you how rolling over your retirement account to HawaiiUSA can give you more control over your money.

Retirement Account Rollover

Breathe life into an old retirement account

When you leave behind an employer-sponsored retirement account from a previous job, you often forget about managing or monitoring it actively. There's opportunity to roll your account into an Individual Retirement Account (IRA) at HawaiiUSA Investment and Insurance Services, through CFS*. Here's how a rollover could help you: 

  • Likely more investment choices available than your current plan 
  • Consolidate your accounts to simplify retirement planning
  • Makes the withdrawal process easier when you reach retirement 
  • Rollovers can be performed without you paying taxes or penalties
  • Work closely with a CFS Financial Advisor at HawaiiUSA who will guide you while keeping your best interests in mind

If you'd like to talk to us today, please call (808) 844.8338 or visit one of our convenient locations

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. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.