Voluntary Retirement Plans: Specialists on Campus for Consultations

August 31, 2017

Fidelity Investments: 403(b) Retirement Savings Plans
HSU’s dedicated Fidelity Retirement Planner, Isaac Green, will be on campus September 25th – 27th.  He will be tabling at the Benefits Fair on September 25th 9am – 11am in Goodwin Forum and thereafter available for one-on-one consultations regarding the voluntary 403(b) retirement plan offered through Fidelity via the CSU.   All CSU employees are eligible for investment in this plan, with the exception of some student positions.

To schedule an appointment and to get more information, please see the One-on-One Guidance from Fidelity flyer.

Savings Plus: 401(k) and 457 Retirement Savings Plans
Johnny Chang, a Retirement Specialist from “Savings Plus” will be on campus September 25-27 to provide one-on-one consultations, assist HSU employees in setting up their voluntary 401(k) and/or 457 retirement savings plans, and table at the Benefits Fair in Goodwin Forum, September 25, 9-11am.

If you would like to change your “Savings Plus” investment choices, please have your log-on ID & password ready.  If you need to establish or reset your log-on credentials, please visit the “Savings Plus” website at www.savingsplusnow.com and click on “Log-in help & Sign-up”.   

Please see the Savings Plus flyer for more information and to schedule your consultation.

Contact Ariel Aaron at extension 5171 with questions.

 

 

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