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Financial Training from Savings Plus - Nearing Retirement Workshop #2
Start Date: 5/23/2017Start Time: 12:00 PM
End Date: 5/23/2017End Time: 1:00 PM

Event Description:
What is Savings Plus?

Savings Plus is the State of California 401k and 457b plan offered by CalHR to 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. If you are curious about the program and want to know more, we encourage you to take advantage of this complimentary training offered through CalHR.

Savings Plus Nearing Retirement Workshop #2

Targeting employees within 5 years of retirement.

In this workshop, we will discuss:

General challenges in retirement

Tools and resources available

Strategies to boost retirement savings

Options to mitigate income tax impact from lump sum separation pay

What happens to your Savings Plus account after separation?

Plan withdrawal/ distribution options in retirement

Pre-register online via Cal HR: http://sjsu.myRetirementAppt.com
Location Information:
SJSU Main Campus - Clark Hall
Room: 547
Contact Information:
Name: Victor Tawn
Phone: 855-616-4776
Email: tawnv1@nationwide.com
Event Type
  • Workshop

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    San Jose State University

    One Washington Square, San Jose, CA 95192, 408-924-1000

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