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Spring Financial Fair and FREE Retirement Planning Services

March 19, 2012

CSU provides retirement savings programs to eligible employees. These retirement programs allow you to contribute on a pre-tax basis, in which earnings grow tax-deferred until they are distributed.

Retirement vendors (Fidelity, TIAA-CREF, VALIC and PERA) provide on-campus services to assist you in planning for retirement.The retirement vendor representatives frequently visit our campus to provide group educational sessions, and several vendors (Fidelity,TIAA-CREF and VALIC) also provide free individual counseling opportunities to review your retirement plan asset allocations and preparedness for retirement. 

We encourage you to attend the presentations offered at the upcoming Spring Financial Fair and/or suggest you register for an individual counseling session with an approved representative. To locate a Spring Financial Fair presentation schedule and a listing of dates for individual retirement counseling sessions, please reference the information below.

Spring Financial Fair is March 20-22

Each year the Human Resources Department hosts a Spring Financial Planning and Pre-Retirement Fair, with presentations discussing a variety of topics such as investment strategies, budgeting, retirement strategies for women, retirement planning, Social Security and Medicare benefits. 

The fair will be held March 20-22 at the Lory Student Center.

Presenters include representatives from:
  • Fidelity
  • TIAA-CREF
  • VALIC
  • PERA
  • Social Security Administration
  • Medicare
Topics 
  • Overview of University Retirement Programs (DCP, PERA, 403(b), 401(k), 457)
  • Income Strategies for Retirement
  • 5 Habits of Highly Successful Investors
  • Tax Smart Investing
  • Will I Have Enough Money for Retirement?
  • Social Security and Retirement:  What you need to know!
  • Understanding Medicare
  • Retirement Strategies for Women
  • Staying on Track in a Volatile Market
  • Summary of PERA Benefits

A brochure listing the scheduled sessions, times and locations is available on the Human Resources website

PERA representative visits campus April 17

On April 17, you may drop in to visit about your PERA benefits with a local representative. The PERA representative will be available in the Lory Student Center, Room 211E, from 9:30 a.m.-2:30 p.m. No appointment is necessary, but please be aware that the PERA representative is not able to access your personal account information. You will be able to obtain general information about the PERA sponsored programs listed below.

More details

 

PERA Defined Benefit Plan (for PERA members)

  • How is my PERA benefit calculated?
  • How does PERA coordinate benefits with Social Security?
  • How do I purchase PERA service credit?
  • How muchdoes PERACare medical insurance cost in retirement?
  • How do I enroll in PERA’s life insurance available through UNUM?

Voluntary Retirement Plans - supplement your mandatory retirement with voluntary pre-tax contributions

Individual Retirement Counseling Services provided by Fidelity, TIAA-CREF, VALIC (ongoing)

The University sponsored Defined Contribution Plan (DCP) and Tax Deferred 403(b) Investment Plan offers you free individual retirement counseling services. The vendors visit campus on a regular basis, but advance registration for an individual appointment is required. 

A listing of upcoming visits is available on the HR website as listed below.


If you have any questions, please feel free to contact Human Resources at 970-491-MyHR (6947).