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Financial Training from Savings Plus - Introduction Workshop #1
Start Date: 5/23/2017Start Time: 10:30 AM
End Date: 5/23/2017End Time: 11:30 AM

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.

Get to know your 401k/457 benefit plan

In this workshop, we will discuss:

Differences between 401k and 457b plan.

Differences between Pre-Tax versus Post-Tax (ROTH) contributions

How Savings Plus complements your Fidelity 403b plan

Savings Plus, an important tax advantage tool

Overview of investment options available

Easy, on the spot, enrollment into Savings Plus OR how to enroll later

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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