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

HSU’s Fidelity Retirement Planner, Patricia Miranda, will be on campus September 13th and 14th, and again on October 16th, 17thand 18th.

 Fidelity is the record-keeper for the 403(b) voluntary retirement savings plan.  Patricia will be available to meet with employees as follows:

DateTimeLocationEvent
September 13

9am – 11am

1pm – 5pm

Goodwin Forum

Nelson Hall East 118

Benefits Fair

One-on-one consultations

September 149am – 5pmNelson Hall East 119One-on-one consultations
October 169am – 5pmNelson Hall East 119One-on-One Consultations
October 179am – 5pmNelson Hall East 118One-on-One Consultations
October 189am – 5pmNelson Hall East 116One-on-One Consultations

All stateside CSU employees (including student assistants and Unit 11) are eligible for investment in this plan.  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?

For more information, see the Flyer attached to this announcement. To schedule a one-on-one appointment with Patricia, visit getguidance.fidelity.com

Please contact Human Resources & Academic Personnel Services at extension 3626 with any questions.