Summer 2024 Retirement Planning Workshops

Human Resources is excited to announce the upcoming financial and retirement planning workshop offerings available for Sacramento State employees.

CalPERS Planning Your Retirement - For members within 10 years of retirement
This is CalPERS’ most comprehensive class that provides a deeper understanding of your benefits as you begin to prepare for retirement. Learn how your pension is calculated, ways to increase it, and the payment options available upon retirement to provide for a beneficiary. You will also learn about the CalPERS Special Power of Attorney and employer contracted CalPERS health benefits.

Log in to myCalPERS and select the Education tab to view class offerings and register.

Fidelity On-Campus Office Hours
The CSU 403(b) Supplemental Retirement Plan (SRP) is a voluntary program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. Our representative can help with many of your financial needs, from investing in the SRP, to identifying ways to save for college tuition and much more. In-person appointments (registration required) are available for employees and will be held in Del Norte Hall 3001. Please visit the Benefits Office web page for details and registration information. Attendees can also register by calling Fidelity at 800-642-7131. Fidelity, the SRP record-keeper, will be on campus the following dates:

Saving Plus Program On-Campus Office Hours
The Saving Plus Program is a voluntary program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. Representatives of the Savings Plus Program will be on campus for in-person appointments (registration required) for employees. All sessions will be held in Del Norte Hall room 3001. Please visit the Benefits Office web page for details and to register.

Enrolling in Savings Plus - CSU Retirement Benefit
Topics Savings Plus will address include: What is a Savings Plus 401k and 457b plan? Which option is right for you - save in a Pre-tax or ROTH capacity? How to coordinate your Savings Plus plan with CalPERS & Social Security benefits? What investment options do I have to grow my account? How do I get enrolled in Savings Plus? Visit the Wellness Calendar for registration information and to view additional workshop offerings.

Savings Plus Nearing Retirement Planning Best Practices
How much income will you need when you retire? What are your income sources? How much will they be? When will they be made available? Ultimately will there be enough? What's an RMD - Required Minimum Distribution? How to take withdrawals from Savings Plus? What is a ROTH conversion? What options do you have with your unused Vacation or Annual Leave hours at retirement? What is the process in rolling them into your Savings Plus account at retirement? And much more! Visit the Wellness Calendar for registration information and to view additional workshop offerings.

Funding Your Retirement Future (For State and CSU Employees)
On June 26 and 27, CalPERS is offering two days of Funding Your Retirement Future virtual classes, no matter where you are in your career. You’ll hear from experts from CalPERS savings plans, Social Security, Savings Plus, and others. Classes are tailored to California State University (CSU) and state employees. To register, log in to myCalPERS and open the Classes page under the Education tab. You can review class details and sign up for the class that works best for you.