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Financial Training from Savings Plus W
Start Date: 9/20/2018Start Time: 1:15 PM
End Date: 9/20/2018End Time: 2:15 PM

Event Description:

I am happy to announce that Victor Tawn, our Specialist with the State of CaliforniaCalHR Savings Plus 401k/457b program, is returning to the SJSU campus to host another onsite educational workshop to benefit all employees on:

Date: Thursday, September 20, 2018

Location: Clark 547 Training Room

Time: 1:15 – 2:15 p.m. 

If you are curious about the program and want to know more, 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:

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

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.

 


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San Jose State University

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

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