Tax Sheltered Annuity and Tax Deferred Savings Fair, April 12

annuity_385x261.jpegThe CSU Tax Sheltered Annuity (TSA) Program is an optional benefit for all of employees.* It offers a robust, manageable selection of investment choices from five Fund Sponsors (Fidelity, ING, MetLife, TIAA-CREF and VALIC) and allows employees to manage monthly contributions via Retirement Management. Now is a good time to enroll and/or to re-evaluate your monthly TSA contribution.

The Payroll and Benefits office has invited representatives from the CSU Tax Sheltered Annuity (TSA) plans and The Savings Plus Program to visit our campus and to help you with retirement planning. The fair will be held from 11 a.m. to 2 p.m. on Thursday, April 12th in Schulz 1121.

Additionally the TSA fund sponsors will be available to hold one-on-one sessions by appointment before and after the fair in the same room (from 10 a.m. to 11 a.m. and from 2 p.m. to 4 p.m.). Please see the information below to schedule a one-on-one session with the Fund Sponsor.


ING Life & Annuity - Sanford Bressick, sbressick@eaglestratigies.com, 707 528-1597
MetLife - Debra R. Verdi, dverdi@metlife.com, 925 415-0871
VALIC - Jim Manly, https://my.valic.com/Seminars/Index.aspxClick on the Seminar Registration Link, code 6480ROH11AA for scheduling a one-on-one session.
Unfortunately, TIAA-CREF and Fidelity cannot attend. As an alternative, please see the following information to connect with them.


Fidelity - General Account Questions 800 343-0860, Specific Account Questions - Geoff Nelson, GeoffNelson@fmr.com, 916 371-8049
TIAA-CREF - General Account Questions 800 842-2252, Specific Account Questions - Linda Zboril, lzboril@tiaa-cref.org, 415 882-3753
The Savings Plus Program has been invited to discuss 457 and 401(k) as an additional option for tax deferred savings. They will be available during the Fair hours from 11:00 a.m. to 2:00 p.m.


Even if you are enrolled in the CalPERS or PST retirement program, most of our employees will need to supplement their retirement benefit with additional retirement savings. Setting aside a portion of your salary now will help you secure your retirement in the future. With a minimal investment of just 50 cents a day, you can take advantage of "compounding," which means your money generates earnings as your funds are re-invested over a period of time. Plus, there are additional opportunities to invest beyond the limit if you are age 50 or older, and/or have worked for the CSU for 15 years or more and missed opportunities to invest earlier in your CSU career.


For more information on TSA programs or questions in regard to the upcoming campus visit of the fund sponsors, please visit Payroll and Benefits website or call us at 4x2793.


*All CSU employees are eligible, with the exception of certain student positions.

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