Fidelity: One-on-One Consultations

Thursday, August 03, 2017
Greetings Gators!
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?
Date: Tuesday, August 8, 2017
Location: Administration Bldg., Room #255
Flyer PDF