Retirement Counseling

As an employee of CSU, you have access to personal retirement counseling when contributing to an account with Fidelity, TIAA, or VALIC. Because your financial goals should reflect where you are in life, it's important to have access to one on one assistance. PERA participants are encouraged to meet with representatives during periodic on-campus meetings.

Schedule an Appointment

Schedule an Appointment

Schedule an Appointment

PERA Informational Meetings





Faculty, Administrative Professionals, Other Non-Classified Staff

Employees enrolled in a CSU Anthem plan who complete the following wellness activities by December 31, 2017 may be eligible to earn a $150 incentive (taxable) in 2018. Click here for additional information.

  1. CHECK-IN with a retirement counselor and complete this form by February 28, 2018

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

  3. ENROLL in Anthem's Healthy Lifestyles

  4. COMPLETE the Anthem Well-Being Assessment


In the event you are not able to attend the FITlife on-campus Health Fair, there are alternative options to help you earn the wellness incentive!

  1. Take the CSU Physician Form to your provider, or

  2. Use the CSU Walk-In Facility Form at LapCorp

These forms must be submitted no later than December 31, 2017.