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Spring financial, pre-retirement fair set

March 1, 2013

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. The 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 also provide free individual counseling opportunities to review your retirement plan asset allocations and preparedness for retirement. 

Please pre-register to attend the presentations offered at the upcoming Spring Financial Fair. It also is recommended you additionally register for an individual counseling session with an approved representative.

  • Register for the Spring Financial Fair.

Spring Financial Fair

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

The fair will be held Tuesday, March 26 through Thursday, March 28 at the Lory Student Center Room 230. Presenters include representatives from:

  • Fidelity
  • TIAA-CREF
  • VALIC
  • PERA
  • Social Security Administration
  • Medicare

Sessions include: 

  • Social Security and Retirement:  What you need to know!
  • Understanding Medicare
  • Individual Retirement Account (IRA) Workshop
  • 5 Habits of Highly Successful Investors
  • Building Your Retirement Roadmap
  • Build a Portfolio for Any Weather
  • Retirement Goals: What is your process for getting there?
  • Time to Take Stock: A guide for addressing investor behavior in volatile markets
  • Summary of PERA Benefits
  • Overview of University Retirement Plans and Financial Planning Income Strategies

If you would like to attend one of the scheduled sessions, registration is required. The registration process can be completed online. Please navigate to the ‘Human Resource Services’ section located in the drop down menu to see a listing of the Spring Financial Fair presentations open for registration. 

  • View brochure listing the scheduled sessions, times and locations.

PERA representative to visit campus

On Wednesday, March 6, you can drop in to discuss your PERA benefits with a local representative. The PERA representative will be available from 10 a.m.-2 p.m. in the Lory Student Center Room 227. 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. View flyer listing the details of this visit.

  • 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 much does 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

The University sponsored 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, contact Human Resources at (970) 491-MyHR (6947).


Contact: Human Resources
Phone: 491-MyHR (6947)