Corporate Retirement Plans
401(k), Profit Sharing, Defined Benefit Plans, SEPs, SIMPLEs
For buy/sell agreements, should one partner pass away. Allows remaining partners to purchase that portion of the partnership
“Golden Handcuffs”: a special benefit package for a top exec or key employee. If the employee stays with the firm for 5+ years, then the company agrees to pay a certain sum at the end of that time.
*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. LGE Community Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.