TO: Sonoma State Employees
FR: Payroll and Benefits
Sonoma State offers a variety of optional supplemental retirement savings plans for eligible employees. We encourage you to take advantage of the upcoming in-person and virtual opportunities to learn more about these additional benefit programs.
Fidelity Investments 403(b) Supplemental Retirement Savings
Brenda Knudsen, our local Fidelity Workplace Financial Consultant, will be available for individual consultations on-campus from 8:15-2:15pm on Friday, March 21, 2025 in Human Resources, 2nd Floor, Salazar Hall. Appointments are open to any employee who has questions about retirement savings and investment options, whether considering enrollment or already participating in the 403(b) Supplemental Retirement Plan.
To schedule an in-person consultation, please visit: www.Fidelity.com/schedule.
- Select: Schedule a Time to Meet
- Enter employer name as: California State University
- Appointment type: In-Person
- Select Sonoma State University
- Select one of the 45 minute consultations that fits your schedule
If you need immediate or other assistance with your existing Fidelity account, please call 877-278-3699 or visit the CSU Fidelity Netbenefits Portal.
State of California CalHR Savings Plus Program 401(k) and 457
Victor Tawn with the CalHR Savings Plus 401(k)/457 program, will be holding an educational webinar on Enrolling in Savings Plus 401k and 457b on Thursday, March 20, 2025 from 12:15-1:15pm. Please register here: https://bit.ly/CSUMar20
If you have further questions please reach out directly to Victor at victor.tawn@nationwide.com. Savings Plus Customer Service Department is also another resource and can provide immediate assistance with your existing Savings Plus account and can be reached at 855-616-4776.
For all other SSU Payroll and Benefits questions, please reach out to payroll@sonoma.edu.