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The University offers three kinds of Tax-Deferred Plans: 403(b), 401(k) and 457 and a brief overview is outlined below. The information below is not intended to recommend that an employee participate in the Fidelity and/or Savings Plus Supplemental Retirement Plans (SRPs), nor will it give employees investment or tax advice.
The ºÃÉ«ÏÈÉú 403(b) Plan is a voluntary retirement program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. The Group Plan Number is 50537.
For more information on the plan, to schedule a one on one consultation or to enroll, please visit the . Make sure to also review the Enrollment Instructions for details on how to enroll online.
If you would like to speak to a representative to enroll or make changes, please call 1-800-343-0860 (M – F, 8 am to 12 am, ET).
If you would like to speak to with a licensed planner regarding your current plan, please call 1-800-715-5959 (M – F, 8 am to 9pm, ET).
Requests requiring plan administrator signature can be submitted to the CSU Systemwide Benefits Office by:
Please provide directions on where you would like the plan administrator to send the form once signed. Note: The standard turnaround time for Plan Administrator Signature is five business days. Visit the for more information.​
Savings Plus is a voluntary retirement program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. Savings Plus offers a 401(k) Plan and a 457(b) Plan.Â
For more information on the plans or to enroll, please visit the .
If you would like to speak to a representative to enroll or make changes, please call 1-855-616-4776 (M – F, 5 am to 8 pm, PT).
For more information or to enroll online visit .
If you would like to speak to a representative to enroll or make changes, please call 1-800-544-5248 (M – F, 8 am to 7 pm, PT).