CSU 403(b) Plan: One-on-One Consultations with Fidelity Investments

12/08/17 (Fri) 8AM-5PM, SSC 466

Description

Fidelity Investments will be on campus to provide one-on-one consultations for faculty and staff to assist with any questions or enrollment in the voluntary CSU 403(b) retirement plan through Fidelity Investments.

Contact Information

Register: online at https://nb.fidelity.com/public/nb/calstate/contactus/schedule-a-meeting
Visit: https://www.csuchico.edu/training/events/tsa-fidelity-appointments.shtml
Location: Student Service Center, Room 426

More Information

Note: If appointments fill up, the campus will work with Fidelity to offer more appointments in the future. 

To schedule a free one-on-one appointment:

Appointments are required and must be made through Fidelity.  Unfortunately, walk-ins cannot be accommodated.  Please schedule an appointment for a time that is convenient for you.

What you need to know

The appointments will be with a Fidelity Workplace Planning and Guidance Consultant.  Please consider bringing relevant account statements and any paperwork to help address your questions and needs during your appointment.

The CSU 403(b) Tax Sheltered Annuity (TSA) Program is a voluntary program that allows eligible CSU employees to save toward retirement by investing pre-tax contributions in tax-deferred investments in either annuities or mutual funds, under Internal Revenue Code (IRC) Section 403(b). TSA contributions are made solely by the employee through payroll deductions, prior to federal and state taxes being calculated. Consequently, these pre-tax contributions result in reduced taxable income for participating employees.

TSAs are one of two Supplemental Savings Plans offered by the CSU.

Audience: CSU, Chico state employees

Sponsor(s): California State University, Fidelity, and the HRSC Benefits Unit

Accommodations | Approval

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