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New Tax Sheltered Annuity (TSA) Program

 


 

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Welcome!  TSA's are available to CSU Employees as an investment tool that allows your money to grow

without paying taxes on it until you retire

 

2009 403(b) Tax Sheltered Annuity Brochure

 

Available Fund Sponsors

  • AIG Retirement            Plan# 01412001                                    Fund Options
  • Fidelity Investments      Plan# 50537                                          Fund Options
  • ING                             Plan# vfr597 - Kit# 140550                    Fund Options
  • MetLife                        Plan# 1009800-01                                  Fund Options
  • TIAA/CREF                Plan# 151163 - Access# CA9988           Fund Options

 

  Attn:   TIAA-Cref & AIG TSA Members!

 

            TIAA Cref & AIG will be on campus for private consultations.  All consultations will take place from

9am-4pm in Welch Hall, Room B-488.  Please use the phone numbers below to

make a reservation to meet with a 403(b) representative

                              

                       

                                    Date:          May 7                   

                                    To book an appointment call: (949) 809-2636

 

 

                             

                            

                                       Date:          May 13, 2009*                              

                                                To book an appointment call: (866) 283-4892

                                                            (Please call between 11am and 6pm PST)

 

                        *AIG will be on campus every 2nd Wednesday of the month until December 2009

 

Need to speak to a representative right away???  Contact Human Resources and we will connect you with a representative assigned to our campus from one of the five companies.

 

 

HOW TO ENROLL IN A CSU TSA(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 fro 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!

 

Download our detailed step-by-step instructions here.

 

Need More Information?

  • For help with the Master Administrator call (800) 975-7978.
  • Contact Benefits Services TSA Hotline at (562) 985-1330
  • Download or request an Enrollment Kit from Benefits Services
  • Review the new 403(b) Program Brochure & Fund Sponsor materials.

 

2009 monthly pay period cutoff dates

 

  

   

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

 

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Last updated:  Wednesday, April 29, 2009 08:22 AM  (GH
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