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Savings Plans

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.

403(b) Supplemental Retirement Plan (SRP) account with Fidelity Investments

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.

  • Eligible employee​s may have their contributions automatically deducted from their paycheck.
  • You can contribute a portion of your compensation as pre-tax elective deferrals or after-tax Roth contributions.
    • Pre-tax contributions result in reduced taxable income.
  • Eligible employees can defer a minimum of $15 a month and a maximum pre-tax/post-tax of $23,000 annually for 2024.
  • All salary reduction changes such as stopping, starting, increasing or decreasing are managed by the employee directly.
  • Plan participants pay a fixed dollar administration fee of $11.50 each calendar quarter or $46.00 per year.
  • There is no employer matching contribution.

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:

  • Completing the ,
  • Fax: 562-951-4695 or
  • Mail:
    • CSU Chancellor’s Office
      ATTN: Systemwide Benefits
      401 Golden Shore
      Long Beach CA 90802

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.​

401(k) & 457(b) Supplemental Retirement Plans (SRPs) with Savings Plus

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. 

  • Eligible employee​s may have their contributions automatically deducted from their paycheck.
  • You can contribute a portion of your compensation as pre-tax elective deferrals or after-tax Roth contributions.
    • Pre-tax contributions result in reduced taxable income.
  • Eligible employees can defer a minimum of $25 a month and a maximum pre-tax/post-tax of $23,000 annually for 2024.
  • All salary reduction changes such as stopping, starting, increasing or decreasing are managed by the employee directly.
  • Plan participants pay a fixed dollar administration fee of $4.50 each calendar quarter or $18.00 per year.
  • There is no employer matching contribution.

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).

ScholarShare College Savings Plan
  • Eligible employees may participate in California's tax-advantaged 529 college savings plan.
  • The plan is sponsored by the ScholarShare Investment Board, an agency of the State of California, and is managed by TIAA-CREF.
  • Earnings in your ScholarShare plan account grow tax-deferred.
  • A minimum of $25 allows you to open a ScholarShare Account and you can contribute as little as $15 per pay period through payroll deduction.
  • When you withdraw money to pay for qualified education expenses, you pay no federal or California state income tax.
  • There is no employer matching contribution.

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).