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Financial Training from Savings Plus -July 19, 2018
Start Date: 7/19/2018Start Time: 1:15 PM
End Date: 7/19/2018End Time: 2:15 PM

Event Description:

Great news! Victor Tawn, our Specialist with the State of California CalHR Savings Plus 401k/457b program, is returning to the SJSU campus to host an onsite educational workshop to benefit all employees on:

Date: Thursday, July 19, 2018
Location:
Clark 547
Time: 1:15 pm to 2:15 pm
Event: 401k/457b Education & Enrollment Group Workshop
Targeting: 
New employees & Non-Saving Plus account holders

Register to attend group workshop online at: http://sjsu.myRetirementAppt.com

See class description at end of this communication

If you are curious about the program and want to know more, then we encourage you to take advantage of this complimentary on location resource offered through CalHR!

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:

Please visit above website to access the Savings Plus Scheduler Welcome Page, then immediately click on the blue “Next” button and follow the prompts to complete your online registration. 

All personal information entered into the Savings Plus Scheduler is used strictly to gauge class size. Your personal information is not used for any marketing purposes. Workshop registration helps Savings Plus ensure all attendees will receive handout information. Additionally, individuals who pre-registered will receive an automatic courtesy 24-hour reminder as the workshop date approaches.

 

Workshop Description:

Savings Plus Introduction/ Enrollment Workshop

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

 

Please contact Victor Tawn at victor.tawn@nationwide.com if you have any questions regarding the upcoming Savings Plus education workshop. Though please connect the Savings Plus Customer Service Department directly at (855)616-4776, open Monday to Friday from5:00 a.m. to 8:00 p.m. PT, if you have general questions related to your existing Savings Plus account(s).

 

We look forward to meeting you at the upcoming education event!



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