CSU Tax Sheltered Annuity Program Promotion Week

The CSU Tax Sheltered Annuity (TSA) Program offers a robust, manageable selection of investment choices from five Fund Sponsors. It also allows you to manage your own monthly contributions via an online program Retirement Manager. Plus, you can choose to invest in one, two, three, four or ALL five fund sponsors - the choice is yours!

Representatives from the following Fund Sponsors of the CSU TSA Program will be on-campus to meet with SSU employees in person, discuss their specific programs, and assist with any questions. All scheduled sessions are held in Ives 79 from noon-2 p.m.

VALIC

Mon., Dec. 6

30-45 minute retirement planning presentation


This presentation is the starting point to understanding all of the different elements that make up retirement planning. It discusses social security, pension plans, and employer sponsored plans. It also illustrates a step-by-step method to retirement planning. The session also discusses the sources of retirement income, the basics of your employer-sponsored plan and ways to maximize your contributions.


Savings Plus Program

Tues., Dec. 7

Noon-1 p.m. presentation: "Planning Your Financial Future"


This presentation discusses how tax deferred savings in 401k/457 will help you reach your retirement goals. This presentation will cover coordination with CalPERS, Social Security, and purchasing service credit.


1:00 pm - 2:00 pm Presentation - Approaching Retirement


This presentation is designed for those retiring in the next five years. It will tackle some of the toughest questions for soon-to-be-retirees including structuring withdrawals, coordinating rollovers and calculating retirement income needs.


MetLife

Wed., Dec. 8

One-on-one consultation


ING Life & Annuity

Thurs., Dec. 9

One-on-one consultation


For more information on this and other benefit programs, please visit the Payroll and Benefits website.

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