Helpful Tips & Tools

5 Common Money Mistakes to Avoid

Young investors - Now is the time to put your best foot forward on your path to financial success.

Calculate Your Retirement Savings Contributions

Use the calculator that matches your plan type to determine your salary deferral amount.

Power of Small Amounts

See how a change as small as a 1% increase in your contribution to your workplace savings plan can make a big difference for the future.

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Next Steps

Call

Call

Call for a consultation to discuss and plan for your retirement needs.

Fidelity 800-343-0860


Meet

Meet

Meet to discuss and plan for your retirement needs - right at work.


To: CSU TSA Program participants with balances remaining with legacy recordkeepers

This is to announce that if you are a California State University Tax Sheltered Annuity (TSA ) Program participant with mutual fund balances remaining in one or more of the five legacy recordkeepers (Fidelity, MetLife, TIAA, VALIC, or Voya), your balances will be moving over to the active TSA Plan with Fidelity. All individual annuity contracts will remain with the legacy recordkeepers, unless you take action to move these assets.

Transition BrochureLog In Required
Early Choice Investment Election Window GuideLog In Required
Transition Video

More Information is available on CSYOU for current active employees and CSU Retirees for retired and separated employees.