Fidelity Investments 403(b) – Help Desk, Workshop, Consultations

February 20, 2018

HSU’s Fidelity Retirement Planner, Isaac Green, will be on campus March 26th – 28th.  Fidelity is the record-keeper for the 403(b) voluntary retirement savings plan.  Isaac will be hosting an open help desk for employees to drop-in and ask questions, a workshop, which gives an overview of the 403(b), and he will be scheduling one-on-one consultations on saving for retirement and how Fidelity can help.  The schedule is as follows:

March 26, 2018
Help Desk: 8am – 11am, Nelson Hall East 106 
Workshop: 11am – 12pm, Nelson Hall East 106 
One-on-One Appointments: 1pm – 5pm, Nelson Hall East 118

March 27, 2018       
One-on-One Appointments: 8am – 5pm, Nelson Hall East 118

March 28, 2018    
One-on-One Appointments: 8am – 5pm, Nelson Hall East 118

All CSU employees are eligible for investment in this plan, with the exception of some student positions.  Consultations with a Fidelity Representative are free to you as an employee benefit.  Get answers to questions such as:

  • Am I investing properly?
  • Am I on track with my retirement savings?
  • How do I bring my retirement savings together?

To sign up for the workshop, or make a one-on-one appointment, please see the Fidelity flyer here.

Please contact Human Resources & Academic Personnel Services at extension 3626 with any questions.

Announcement Approvals: