Fidelity and Savings Plus Representatives on Campus in March

Fidelity Investments: 403(b) Retirement Savings Plans 

Retirement Specialist on Campus - One-on-One Consultations and HelpDesk

HSU’s Fidelity Retirement Planner, Patricia Miranda, will be on campus March 26th– 28th.  She will be available for one-on-one consultations regarding the voluntary 403(b) retirement plan offered through Fidelity via the CSU and holding a drop-in style helpdesk along with Savings Plus in Nelson Hall East room 106 on Tuesday March 26, 11am-12pm.   All CSU employees are eligible for investment in this plan.  

To schedule an appointment with Patricia and to get more information, please see the One-on-One Guidance from Fidelity flyer

Savings Plus: 401(k) and 457 Retirement Savings Plans 

Retirement Specialist on Campus - One-on-One Consultations, Workshops and HelpDesk 

Johnny Chang, a Retirement Specialist from Savings Plus will be on campus March 25th and 26th to provide one-on-one consultations, host workshops, and hold a drop-in style helpdesk.  The workshops and helpdesk schedule will be as follows:

  • Workshop #1: March 25th , 11am – 12pm, NHE 106, “Invest With Savings Plus”
  • Workshop #2:  March 26th, 1pm-2pm, NHE 106, “Social Security”

Drop-in style helpdesk along with Fidelity in Nelson Hall East room 106 on Tuesday March 26, 11am-12pm. 

With the exception of the following, all employees are eligible to participate in these plans:
Part-time, seasonal or temporary employees who are contributing mandatorily to the PST (Part-time, Seasonal, Temporary) Retirement Plan.

 Please see the Savings Plus flyer for more information and to schedule your 1:1 consultation.

 Contact Ariel Aaron at ext. 5171 with questions.