Employee Optional Retirement Savings Plans 

Tuesday, November 14, 2023, 9:45am

TO: Sonoma State Employees
FR: Payroll and Benefits

Sonoma State offers a variety of supplemental retirement savings plans for eligible employees. Please consider taking advantage of the upcoming in-person and virtual opportunities to learn more about these additional benefit programs.

Fidelity Investments 403(b) Supplemental Retirement Savings
Brenda Knudsen, our local Fidelity Workplace Financial Consultant, will be holding individual consultations on-campus from 8:30-4:30pm on December 11, 2023. Consultation appointments are available to any employee who wishes to ask questions about retirement savings and investment options if considering, or if already enrolled, in the 403(b) Supplemental Retirement Plan. 

To schedule an in-person consultation, please visit:  www.Fidelity.com/schedule.  

  1. Select: Schedule a Time to Meet
  2. Enter employer name as: California State University
  3. Appointment type: In-Person
  4. Select December 11, 2023
  5. Select Sonoma State University
  6. Select one of the 45 minute consultations that fits your schedule

If you need immediate or other assistance with your existing Fidelity account, please call 877-278-3699 or visit the CSU Fidelity Netbenefits Portal.

For all other SSU Payroll and Benefits questions, please reach out to payroll@sonoma.edu.

State of California CalHR Savings Plus Program 401(k) and 457
Victor Tawn with the CalHR Savings Plus 401(k)/457 program, will be holding various upcoming educational webinars from 12-1pm in November and December  to review enrollment in Savings Plus.  These webinars will provide an opportunity to learn more about Savings Plus, how the plan complements CalPERS and the differences between the 401(k) and 457 plans. To register please visit Savings Plus Scheduler.

If you have further questions please reach out directly to Victor at victor.tawn@nationwide.comSavings Plus Customer Service Department is also another resource and can provide immediate assistance with your existing Savings Plus account and can be reached at 855-616-4776.