Workers Credit Union - Personal and Business Banking in Massachusetts

Richard landed a great new job. Workers' helped him take his 401K with him.

It’s not always easy to predict where your career will take you. Maybe you’ve found yourself
exploring new directions, taking on new opportunities or simply starting your own company.
Whatever road you take, be sure to take your 401(k) along with you. Even if you’ve left
behind several 401(k) plans in the past, the Investment and Insurance Center at Workers'
Credit Union can help.

Take control of your former employer's retirement plan
Get access to more investment choices
Greater flexibility

Our registered representatives, available through CUSO Financial Services L.P. (CFS)*
our broker dealer, will work with you to find the right financial solution. For more information
call 978-353-7175 or email us.

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

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