Retirement Counseling

As an employee of CSU, you have access to personal retirement counseling when contributing to an account with Fidelity, TIAA, or AIG/VALIC. Because your financial goals should reflect where you are in life, it's important to have access to one on one assistance.

Click the link to schedule an appointment with your vendor of choice. Off-campus employees can receive assistance via telephone by calling the numbers listed below.

PERA participants are encouraged to meet with representatives during periodic on-campus meetings.

Schedule an Appointment

(Previously VALIC)

Schedule an Appointment


Schedule an Appointment

PERA Informational Meetings




Faculty, Administrative Professionals, other Non-Classified Staff

Meet with a retirement counselor and get one step closer to earning your FITlife wellness incentive! Employees enrolled in a CSU Anthem medical plan who complete the following activities by December 31, 2019 may be eligible to earn $150 (taxable) in 2020. Click here for additional information.

  1. CHECK-IN with a retirement counselor and complete the online form

  2. PARTICIPATE in the CSU Health Fair to obtain biometrics and lipid/glucose panel

  3. REGISTER for Anthem Engage

  4. COMPLETE the Anthem Health Assessment