2018 Fidelity: One-on-One Consultations

Thursday, May 03, 2018

Are you looking for additional ways to save for retirement? 

The California State University has partnered with Fidelity to offer employees powerful, tax-deferred opportunities to save for your future. The CSU 403(b) Tax Sheltered Annuity (TSA) Program is a voluntary program administered through Fidelity that allows eligible CSU employees to save toward retirement by investing pre-tax contributions in tax-deferred investments in either annuities or mutual funds. The benefits of these programs include:

  • Lower tax withholding through pre-tax deferrals
  • Easy investing through payroll deductions
  • Flexibility in changing future deferrals
  • Various benefit payment options


Matthew Case, your dedicated Fidelity Retirement Planner, will be hosting onsite individual meetings to help you address many questions, including: 

  • Am I investing properly?
  • Am I on track with my retirement savings?
  • How do I bring my retirement savings together?


Dates: Friday, May 18, 2018  & Tuesday, July 31, 2018

Location: Administration Bldg., Room #255



Flyer PDF