March 2019 Savings Plus Workshops and One:One Meetings

Thursday, February 21, 2019

Details /  Registration

Dear Colleagues,

I am happy to announce that Victor Tawn, your Savings Plus 401k/ 457b Specialist representing California Department of Human Resources (CALHR), will be visiting our campus to host the below events to benefit SFSU employees.

We encourage employees to take advantage of these complimentary services offered by CalHR to familiarize yourself with an employer-provided benefit that may significantly impact your retirement picture.   

 

 

 What is Savings Plus?

401k and 457b plan available to only State of California employees, including employees of the Legislature, Judicial, and California State University (CSU) system. The Savings Plus plan is administered by California Department of Human Resources(CalHR) with assistance by Nationwide.

Online Class Registration Instructions

Visit http://sfsu.myRetirementAppt.com, then immediately click the blue “Next” button located at the bottom of the Welcome Page to proceed. At the Discussion Topic page, scroll through all available events—group workshop and 1:1 meeting—to locate event of interest, then follow prompts to finalize your online class registration or set an individual appointment.  

View Event Description

 

Savings Plus Introduction/ New Enrollment Workshop #1

Get acquainted with your 401k/ 457b plan!

In this workshop, we will cover:

  • What is Savings Plus and why consider participation
  • Difference between 401k and 457 plans offered
  • Difference between a Pre-tax and ROTH contribution
  • Enroll on the spot into Savings Plus or learn how later

 

 

 

Savings Plus Investment Group Workshop #2

Get to know the investment strategies offered in the Savings Plus lineup to help in the growth of your retirement assets.

In this workshop, we will cover:

  • General investment basics and its application to achieve a successful investment portfolio design
  • Tools and resources available via Savings Plus to assist in building an investment portfolio to meet your risk tolerance
  • Understand the different investment options and its terminology available within Savings plus

 

Savings Plus Nearing Retirement Group Workshop #3

Targeting employees within 5 years of retirement.

In this workshop, we will cover:

  • Tools and resources available as you approach retirement
  • Strategy to mitigate taxes from lump sum separation pay
  • Savings Plus account after separation; its distribution/ withdrawal options in retirement
  • Social Security Basics

 

Individual Meeting: 30-minute individual session 

Limited slots available and an appointment is required.

Meet individually with Victor Tawn, your Saving Plus Retirement Specialist to:

  • Conduct “existing” account reviews
  • Answer plan questions beyond the scope of what’s covered in the group workshops above
  • Discuss retirement picture and learn about tools to assist with gauging future retirement income
  • Assist with building a 401k/457 investment game plan
  • Make general account changes
    • Update account beneficiaries
    • Elect, increase, or decrease account contributions
  • Savings Plus 401k/457 Plan Enrollment
  • And More!

 

Contact Us

Please contact Victor Tawn, victor.tawn@nationwide.com, if you have any questions regarding the upcoming Savings Plus 401k/457 events.