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Retirement Plan Resources

Be financially secure with your CalPERS Retirement, CSU 403(b) SRP, and Savings Plus 401(k) and 457 Plans and learn how they are assisting you during this COVID-19 pandemic.

CalPERS Retirement F​​und

According to CalPERS, they are a long-term investor. That means they prudently and patiently invest through all market cycles. Their team is focused on working together through the extreme volatility of the markets.

They have also been planning for an economic downturn for some time. As a result, they are better prepared now than during the financial crisis of 2008.

CalPERS Frequently Asked Questions Regarding Coronavirus

Considering Retirem​ent

If you are thinking about retiring, you must be at least age 50 with five years of service credit unless all service was earned on or after January 1, 2013; then you must be at least age 52 to retire. ​For more information on retirement, click here CalPERS Retirement

California State University 40​​3(b) Supplemental Retirement Plan

​With everything going on, you may be feeling uncertain about many things, including your finances. As a cautionary measure to protect you from any potential exposure to COVID-19 (coronavirus), the CSU has decided it's best that in-person meetings with a Fidelity Retirement Planner be conducted virtually until further notice.

If you have financial questions, Fidelity's team of retirement planners are available to address your concerns, offering virtual one-on-one meetings to CSU employees. All one-on-one meetings are complementary to all CSU employees, regardless if they have an account with Fidelity or not.

To schedule a one-on-one with a Retirement Planner: 

Savings Plus – 401(​k) and 457 Plans

​In an effort to reduce the potential spread of COVID-19. Savings Plus have suspended all Retirement Specialist worksite visits and walk-in business, instead they have shifted to providing online webinars. Savings Plus is here to help and have made it easy for you to schedule an appointment with your Retirement Specialist.

With everything going on, you may be feeling uncertain about many things, including your finances. As a cautionary measure to protect you from any potential exposure to COVID-19 (coronavirus), the CSU has decided it's best that in-person meetings with a Fidelity Retirement Planner be conducted virtually until further notice.

If you have financial questions, Fidelity's team of retirement planners are available to address your concerns, offering virtual one-on-one meetings to CSU employees. All one-on-one meetings are complementary to all CSU employees, regardless if they have an account with Fidelity or not.

To schedule a one-on-one with a Retirement Planner: