Supplemental Savings Programs
The California State University offers employees three different voluntary retirement savings programs to help employees meet their financial goals. Each plan offers employees the opportunity to contribute on a pre-tax or post-tax (Roth) basis. Please note that the plans listed below are voluntary savings plans and do not have an employer contribution.
Please visit the CSYou website (CSU login required) for additional information regarding these plans including enrollment, contribution limits, catch-up allowances, and hardships/loans.
Tax-Sheltered Annuity (TSA) 403(b) Program
- Pre-Tax and Roth options
- Administered by the CSU through Fidelity
- Fidelity Customer Service Phone Number (800) 343-0860
- Need Assistance with contribution amount or plan choice? Schedule a one-on-one appointment with a CSU retirement planner: Fidelity 1:1 Online Scheduler
401(k) or 457(b) Programs
Savings Plus
- Offers two plans: 401(k) or 457(b)
- Pre-Tax and Roth options
- Administered by CalHR through Nationwide
- Savings Plus Customer Service Phone Number: (855) 616-4776
Other Savings Plans
U.S. Savings Bonds
- The U.S. Department of the Treasury has ended the sale of paper U.S. Savings Bonds through employer-sponsored payroll deduction plans.
- CSU employees may purchase U.S. Savings Bonds directly through the Treasury Direct website.
ScholarShare College Savings Plan
- Eligible employees may participate in California's tax-advantaged 529 college savings plan.
- The plan is sponsored by the ScholarShare Investment Board, an agency of the State of California, and is managed by TIAA-CREF.
- Earnings in your ScholarShare plan account grow tax-deferred. When you withdraw money to pay for qualified education expenses, you pay no federal or California state income tax.
- There is no employer matching contribution.
- For more information or to enroll online visit scholarshare.com.
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