Business IRA/401(K) Accounts

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Enrich your employees’ quality of life.

Your employees are your company’s most valuable asset. Support them with the benefits they’ll appreciate.

Our partnership with DuTrac Financial Group* and First Community Trust+ can provide the products, knowledgeable advice, and local presence your employees will appreciate.

DuTrac Financial Group

Our team of experienced professionals listen to your employees’ needs and work with them to make the right financial decisions. From retirement planning and 401(k)s to pensions and other types of savings plans, we’ll partner with you to make the program and options easy for your employees—and your business.

  • 401(k) Rollovers**
  • Pension Rollovers**
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities
  • Disability Insurance
  • Mutual Funds
  • Stocks/Bonds
  • Long-Term Care Insurance
  • Life Insurance
 

First Community Trust

Our partnership with First Community Trust (FCT) provides trust and managed investment services you can offer your employees as part of an attractive benefits package. The FCT team can also work with you to create and support financial goals for your business, and for you as an owner.

  • Retirement Planning
  • Estate Planning
  • Investment and Cash Management Administration
  • IRAs
  • 401(k) Rollovers
  • Business/Estate Planning
  • Employee Benefit Plans
  • Trust Services for personal or business

 

*DuTrac Financial Group’s Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.DuTrac Financial Group is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

+The products offered by First Community Trust: are not federally insured; are not obligations of DuTrac Community Credit Union; are not guaranteed by DuTrac Community Credit Union, involve investment risks, including the possible loss of principal; and if applicable, are being offered by an employee who services both functions of accepting members’ deposits and the selling of non deposit investment products.