29
November
2016
|
08:49 PM
America/Los_Angeles

CSU Tax-Sheltered Annuity Program Individual 403(b) Meetings

Christel Whittier, a Fidelity representative with the CSU Tax-Sheltered Annuity program, will be on campus November 30, December 19, January 30, February 27, April 17, May 29, June 26, and July 31 to meet with individual employees regarding their TSA 403(b) accounts and to help employees with the following:

  • Manage retirement savings goals
  • Review investment choices
  • Build a plan that’s easy to put into action
  • Walk-in Help Desk from 12 to 1 p.m., no appointment needed

To schedule an appointment, please click on the following link to access the Fidelity online registration page: www.getguidance.fidelity.com or call 800-642-7131.

Appointments will be scheduled on a first-come first-served basis. Please consider bringing relevant account statements and your CSU pay warrant to help address your questions and needs. No appointment is needed from 12 to 1 p.m.