Fidelity 403(b), 1:1 Appointments with Financial Consultant

Cal Poly Humboldt’s Workplace Financial Consultant, Brenda Knudsen, will be on campus March 23rd 2023 to meet individually with employees.  Brenda will be available for one-on-one consultations regarding the voluntary 403(b) retirement plan offered through Fidelity and the CSU.   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?

To schedule an appointment with Brenda, please use the Fidelity Scheduler, which can be accessed here.  **When entering the employer name, please use “California State University”, you can then choose Humboldt from the location drop-down.

Please contact Human Resources at extension 3626 with any questions.