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Financial Training from Savings Plus Workshop
Start Date: 1/24/2019Start Time: 1:00 PM
End Date: 1/24/2019End Time: 2:15 PM

Event Description:

Victor Tawn, our Specialist with the State of California Savings Plus 401k/457b program, is returning to SJSU to host another onsite educational workshop on:

Date:  Thursday, January 24, 2019

Location: Clark Hall 547 

Time: 1:15 – 2:15 p.m. 


What is Savings Plus?

Savings Plus is the State of California 401k and 457b plan offered by CalHR to only state employees including legislature, judicial, and California State University (CSU) system employees. The Savings Plus plan is administered by CalHR with assistance by Nationwide. These plans allow you to invest in your future by building a retirement savings account using payroll deductions that go into investment strategies you select from the diverse Savings Plus lineup. 


Online Class Registration Instructions:

Click on http://sjsu.myRetirementAppt.com to access the Savings Plus Scheduler Welcome Page . Thereafter click on the blue “Next” button and follow the prompts to complete your registration. 

 

Workshop Description:

Savings Plus Introduction/ Enrollment Workshop

Targeting New Employees and Non-Savings Plus Account Holders

 Get to know your 401k/457b plan!

In this workshop, we will discuss:

·       How Savings Plus complements your CalPERS Pension and Fidelity 403b plan

·       Difference between 401k and 457 plan

·       Difference between Pre-tax versus Post-tax (ROTH) contribution

·       How much money can an employee contribute from Payroll into the Savings Plus plan

·       General overview of investment options available within the Savings Plus plan lineup

·       Enroll on the spot with Victor into the Savings Plus plan or learn how later

 

 If you have any questions regarding the upcoming Savings Plus workshop. Please contact Victor Tawn at victor.tawn@nationwide.com


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San Jose State University

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