Tax Sheltered Annuity and Tax Deferred Savings Fair

Thursday, Oct. 25 from 11a.m. - 1p.m. in Schulz 1121

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 to visit our campus and to help you with retirement planning. The following fund sponsors will be here to answer any questions you may have about the TSA program. Additionally, they will be available to hold one-on-one sessions by appointment before and after the fair in the same room (from 9 a.m. to 11 a.m. and from 1 p.m. to 3 p.m.). Please see the information below to schedule a one-on-one session with the Fund Sponsor.

  • Fidelity – General Account Questions 800.343.0860, Specific Account Questions – Geoff Nelson, Geoff.Nelson@fmr.com, 916. 371.8049
  • ING Life & Annuity – Sanford Bressick, sbressick@eaglestratigies.com, 707.528.1597
  • VALIC – Jim Manly, james.manly@valic.com, 707.291.3372 or Michael Gelsinger, michael.gelsinger@valic.com 707.331.4608

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

CalPERS Retirement Class – Tuesday, Oct. 30 from 9 a.m. to 11:30 a.m. in Schulz 1121 (10 enrollments left – future classes will be announced soon)

Are you nearing retirement or interested in learning more about CalPERS Retirement options? Enroll in the Planning Your Retirement class to learn about the CalPERS retirement process, programs and benefits offered by the California Public Employees' Retirement System. Following are some of the topics that will be covered:

  • What is CalPERS?
  • Retirement calculation
  • Benefit estimates
  • Retirement payment options

To enroll in the class, please send an email to payroll@sonoma.edu. We will send a confirmation of class enrollment. Please keep in mind that the class fills quickly and we will schedule more classes in the future. If you are unable to attend one of these classes, you may wish to access all the class information using the CalPERS On-Line Education Tool through the My CalPERS website, at https://my.calpers.ca.gov. Or, if you prefer, you may visit one of the Regional Offices.

Their locations are available on their website, http://www.calpers.ca.gov/index.jsp?bc=/utilities/contact/regional-offices/home.xml. The nearest office is located in Walnut Creek.