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TSA 403(b) Program Information

The CSU 403(b) Tax Sheltered Annuity (TSA) Program is a voluntary program that allows eligible CSU employees to save toward retirement by investing pre-tax contributions in tax-deferred investments in either annuities or mutual funds, under Internal Revenue Code (IRC) Section 403(b). TSA contributions are made solely by the employee through payroll deductions, prior to federal and state taxes being calculated. Consequently, these pre-tax contributions result in reduced taxable income for participating employees.

For more detailed information, please visit http://www.calstate.edu/hr/benefitsportal/tsa/.

Enrolling in the TSA 403(b) Program

Here are a few steps to follow in starting your enrollment with a TSA 403(b) company.

1. Select the investment company(ies) with whom you want to invest. Remember, you may contribute up to five 403b companies at any one time.
2. Arrange a meeting or a phone conference with your selected TSA investment company(ies) representative or your personal tax advisor and:
• Decide how much you want to contribute and the pay period when you want your deductions to begin. The minimum contribution to your TSA account is $20 per month; however, some investment companies will have higher minimums you must meet.
• Ask the company to perform a maximum contribution calculation to verify that the amount you want to invest does not exceed your maximum annual permissible amount. You will have to provide certain information to assist them in preparing an accurate calculation. Ask for a copy of the calculation, Maximum Exclusion Allowable (MEA).
3. Log onto the AIG Retirement Manager web site at https://www.aigretco.com/retireman/ and select the "I'm a New User" link to set up your password. Select your investment company and enroll in the plan. For additional instructions, review the AIG Retirement Manager Enrollment Packet.

For step-by-step instructions on how to enroll for the first time, as a returning user, or if you lost your password, please see our Step-By-Step Instructions.

403(b) Plan Sponsor Contact Information

Effective January 1, 2009, employees will be allowed up to five (5) TSA deductions from the following fund sponsors:

Useful 403(b) Information

• 2009 CSU Benefits Portal
• 2009 Cut-Off Dates for enrolling, changing or deleting contributions
• 403(b) Information and Enrollment Kit