Savings Plans

The California State University 403(b) Plan is a voluntary retirement program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. The Group Plan Number is 50537.

• Eligible employee​s may have their contributions automatically deducted from their paycheck.
• You can contribute a portion of your compensation as pre-tax elective deferrals or after-tax Roth contributions.
  • Pre-tax contributions result in reduced taxable income.
• Eligible employees can defer a minimum of $15 a month and a maximum pre-tax/post-tax of $23,000 annually for 2024.
• All salary reduction changes such as stopping, starting, increasing or decreasing are managed by the employee directly.
• Plan participants pay a fixed dollar administration fee of $11.50 each calendar quarter or $46.00 per year.
• There is no employer matching contribution.

For more information on the plan, to schedule a one on one consultation or to enroll, please visit the Fidelity Website. Make sure to also review the Enrollment Instructions for details on how to enroll online.

If you would like to speak to a representative to enroll or make changes, please call 1-800-343-0860 (M – F, 8 am to 12 am, ET).

If you would like to speak to with a licensed planner regarding your current plan, please call 1-800-715-5959 (M – F, 8 am to 9pm, ET).

• Fidelity NetBenefits
• 403(b) How to Enroll [PDF]
• 403(b) Plan Features [PDF]
• 403(b) Program Information
• Tax Sheltered Annuity (TSA) Transaction Flow Chart

Requests requiring plan administrator signature can be submitted to the CSU Systemwide Benefits Office by:

• Completing the CSU 403(b) Plan Administrator Signature Request Form,
• Fax: 562-951-4695 or
• Mail:
  • CSU Chancellor’s Office
    ATTN: Systemwide Benefits
    401 Golden Shore
    Long Beach CA 90802

Please provide directions one on where you would like the plan administrator to send the form once signed. Note: The standard turnaround time for Plan Administrator Signature is five business days. Visit the CSU 403(b) Supplemental Retirement Plan website for more information.​

Savings Plus is a voluntary retirement program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. Savings Plus offers a 401(k) Plan and a 457(b) Plan. 

• Eligible employee​s may have their contributions automatically deducted from their paycheck.
• You can contribute a portion of your compensation as pre-tax elective deferrals or after-tax Roth contributions.
  • Pre-tax contributions result in reduced taxable income.
• Eligible employees can defer a minimum of $25 a month and a maximum pre-tax/post-tax of $23,000 annually for 2024.
• All salary reduction changes such as stopping, starting, increasing or decreasing are managed by the employee directly.
• Plan participants pay a fixed dollar administration fee of $4.50 each calendar quarter or $18.00 per year.
• There is no employer matching contribution.

For more information on the plans or to enroll, please visit the SavingsPlus Website.

If you would like to speak to a representative to enroll or make changes, please call 1-855-616-4776 (M – F, 5 am to 8 pm, PT).

• Eligible employees may participate in California's tax-advantaged 529 college savings plan.
• The plan is sponsored by the ScholarShare Investment Board, an agency of the State of California, and is managed by TIAA-CREF.
• Earnings in your ScholarShare plan account grow tax-deferred.
• A minimum of $25 allows you to open a ScholarShare Account and you can contribute as little as $15 per pay period through payroll deduction.
• When you withdraw money to pay for qualified education expenses, you pay no federal or California state income tax.
• There is no employer matching contribution.

For more information or to enroll online visit scholarshare.com.

If you would like to speak to a representative to enroll or make changes, please call 1-800-544-5248 (M – F, 8 am to 7 pm, PT).

• Scholarshare College Savings Plan
• Scholarshare College Savings Plan Information