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

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

Johnny Chang, a Retirement Specialist from Savings Plus will be on campus May 15th and 16th  to provide one-on-one consultations, assist HSU employees in setting up their voluntary 401(k) and/or 457 retirement savings plans, and host the Invest In Your Future With Savings Plus workshop.

May 15th 8am – 5pm: One-on-one retirement consultations will be available in Nelson Hall room 116.

If you would like to change your Savings Plus investment choices, please have your log-on ID & password ready.  If you need to establish or reset your log-on credentials, please visit the Savings Plus website at www.savingsplusnow.com and click on “Log-in help & Sign-up”.   Click the following link to reserve your one-on-one appointment time: http://csuhumboldt.myretirementappt.com/

May 16th Invest In Your Future With Savings Plus workshops at 9am, 11:30am, and 2pm:  Siemens Hall room 115.

Each workshop is one hour in length.  No sign-up necessary and Johnny will be available in-between and after the workshops to answer further questions.  The Invest in your future with Savings Plus workshop will cover:

  • How to plan for your financial future using Savings Plus & CalPERS pension
  • Differences between the 401k, 403b, and 457 plans
  • Difference between pre-tax and Roth contributions
  • Investment options within Savings Plus
  • How to enroll in Savings Plus
  • How to roll-over your unusedannual or vacation leave into Savings Plus at retirement
  • How to minimize retirement risks & maintain your standard of living
  • How to access your Savings Plus money while minimizing penalties & taxes

Contact Ariel Aaron at extension 5171 with questions.

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