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, 17th and 18th.
Fidelity is the record-keeper for the 403(b) voluntary retirement savings plan. Patricia will be available to meet with employees as follows:
|
Date |
Time |
Location |
Event |
|
September 13 |
9am – 11am |
Goodwin Forum |
Benefits Fair |
|
1pm – 5pm |
Nelson Hall East 118 |
One-on-one |
|
|
September 14 |
9am – 5pm |
Nelson Hall East 119 |
One-on-one |
|
October 16 |
9am – 5pm |
Nelson Hall East 119 |
One-on-One |
|
October 17 |
9am – 5pm |
Nelson Hall East 118 |
One-on-One |
|
October 18 |
9am- 5pm |
Nelson Hall East 116 |
One-on-one |
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?
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.