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New Tax Sheltered Annuity (TSA) Program

 


 

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Open Enrollment for 403(b)

November 3, 2008 – November 28, 2008

 

There is a Special Enrollment for the new CSU 403(b) TSA Program.  During this time frame, you can newly enroll, or re-enroll (which is required in order to continue contributing to a 403(b) account) in one or all of the five Fund Sponsors listed below. New Enrollment Program is through AIG Retirement, the Program’s Master Administrator.

 

Available Fund Sponsors   To get information about the 5 Fund Sponsors, click the image of your choice.   To view investment options for each Vendor click the link next to the image of your choice.

 

 

                 http://www.csudh.edu/human_res/AIGRetirement_Insert.pdf  

     http://www.csudh.edu/human_res/Fidelity_Insert.pdf

    http://www.csudh.edu/human_res/ING_Insert.pdf

             http://www.csudh.edu/human_res/Metlife_Insert.pdf

             http://www.csudh.edu/human_res/TIAA-CREF_Insert.pdf       

  

 

Don’t know which sponsor to choose?  Get more information from a representative in-person at our…

TSA Fund Sponsor Informational Days

 

Dates: November 10: 1:00-4:00pm

               November 18:  9:00-12:00pm

 

Location: Loker Student Union 2nd Floor

 

Contact the Benefits Office for more information at:

(310) 243-3771

 

 

HOW TO ENROLL (step by step)

 

1.    Access the CSU’s Benefits Portal using the following web link:

www.calstate.edu/hr/benefitsportal

 

2.    Click “Retirement Manager” to go to AIG Retirement’s enrollment website for CSU participants.

 

3.     Select “CSU” from the available options.

 Enter requested information.

 Create a secure password.

 

4.    Choose your Fund Sponsor(s).

      Specify dollar amount(s) for your selected fund(s).

 

5.    Setup an Account with your selected Fund Sponsor(s).

Click the “Enrollment link for your Fund Sponsor(s).

 

Need help enrolling online?  It takes only 5 minutes!

 

Visit Welch Hall, room A-142 on November 17th from 10:00-11:00am for on-screen, step by step instructions on logging in and managing your TSA account(s) online.

 

 

Need More Information?

  • For help with the Master Administrator call (800)975-7978.
  • Contact Benefits Services TSA Hotline at (310) 243-3771.
  • Download or request an Enrollment Kit from Benefits Services
  • Review the new 403(b) Program Brochure & Fund Sponsor materials.

 

*The November pay period is the last time you will be able to contribute to your current fund sponsor*

 

 

  

Contact: Brian Cummins, Benefits Manager
Welch Hall Building
, WH C-495, (310) 243-3771, for further information.

 

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Last updated:  Thursday, November 13, 2008 09:38 AM  (ER
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