CHANGES TO THE TAX SHELTERED ANNUITY PROGRAM

March 18, 2016
The California State University (CSU) is making important changes to the Tax Sheltered Annuity (TSA) Program which will be effective April 1, 2016. As of April 1, 2016 all 403(b) voluntary retirement plans will be administered by Fidelity Investments. These changes are designed to improve efficiencies and savings for participants.

A Fidelity representative will be on campus April 11th, 12th, and 13th conducting one-on-one appointments with participants of the 403(b) voluntary retirement plan. She will be able to provide individualized information about different investing options with Fidelity. Please visit the link below to sign up for an appointment.

https://nb.fidelity.com/public/nb/default/fort

Please contact Human Resources & Academic Personnel Services at (707) 826-3626 with further questions.

Announcement Approvals: