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