Fidelity 403(b) Consulations

Fidelity Investments 403(b) – One-on-One Consultations

HSU’s Fidelity Retirement Planner, Greg Weston, will be on campus September 19th, October 17th, and November 7th for one-on-one consultations with employees regarding questions about saving for retirement and how Fidelity can help. 

In addition, there will be a workshop held on September 19th in Nelson Hall East room 106, 3:30 – 5pm regarding retirement planning with Fidelity and how to make the most of your retirement savings plan.

All CSU employees are eligible for investment in this plan, with the exception of some student positions. Consultations with a Fidelity Representative are free to you as an employee benefit.  Get answers to questions such as:

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

All appointments will be held in Nelson Hall East 119.

To make a one-on-one appointment, or reserve a space in the workshop, please use the online appointment scheduler.

Please contact Ariel Aaron at ext. 5171 with any questions.