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

 

Voluntary Retirement Plans

For eligible employees who want to supplement their DCP or PERA plans, CSU provides the option to contribute to voluntary tax-deferred investment (TDI) accounts.

Comparison of Available Programs

 

 

403(b)
Fidelity, TIAA, VALIC

Plan Information
403(b) Election/Payroll Deduction Form

  401(k)
PERA

Plan Information
401(k) Change/Cancellation Form

  457
PERA

Plan Information
PERA 457 Account Access

 

 

   

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