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Benefits

Voluntary Supplemental Retirement Plans

Retirement is the time in your life when you can put yourself first and do the things you have always wanted to do. The California State University offers three voluntary pre-tax plans to help you achieve your retirement goals. These plans have no employer contributions. We offer a variety of investment options through automatic payroll deduction.

  1. CSU Supplemental Retirement Plan - 403 (b)
  2. Thrift Plan 401(k) through the Savings Plus Program
  3. Deferred Compensation 457 through the Savings Plus Program

FIDELITY 403(b)
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Signature for a Distribution or Rollover from a CSU TSA 403[b]

Distribution Request forms (Full/Partial) or requests for a Rollover to an IRA, require a signature from the Chancellor’s Office pursuant to the 403[b] plan document and IRS guidelines. 

An active employee or retiree may submit their request for distribution or rollover to the Chancellor’s Office via:

       Online:  www.Calstate.edu/403bsubmit 

       Mail:    CSU Chancellor’s Office Attn: Systemwide Benefits
                    401 Golden Shore Long Beach, CA 90802

       Fax:    (562) 951-4695

For additional questions, please contact the Chancellor’s Office at (562) 951-4647.

SAVINGS PLUS 457(B) & 401(K)
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Quick Links

Universal Availability Notice 

CSU 403(b) Program Plans Features 

Savings Made Easy 403(b)

2021 Max Catch-Up Worksheet

Fidelity - Website & Log-in

Fidelity - Schedule Appointments  

401k and 457 Plan Comparison

New* Savings Plus 401(k) & 457(b) Click Here for one-on-one virtual appointments