One-on-One Retirement Savings Consultations

Fidelity Investments 403(b):  One-on-One Retirement Savings Consultations

HSU’s Fidelity Retirement Planner, Patricia Miranda, will be on campus July 24th& 25th.  Fidelity is the record-keeper for the 403(b) voluntary retirement savings plan.  Patricia will be scheduling one-on-one consultations with employees regarding additional savings for retirement, and how Fidelity can help.   All appointments will be held in Nelson Hall East room 118

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 make a one-on-one appointment, click here and follow the prompts. 

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