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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.

The CSU has more information.

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 $15 per month.
  3. Log onto the Retirement Manager
    • 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 Retirement Manager Enrollment Packet

    Our Step-By-Step Instructions help you:

    • Enroll for the first time
    • Log in as a returning user
    • Recover / reset your password

Deduction changes must be made by 9:59 pm on the 5th of the month. If the 5th falls on a holiday or weekend the cutoff day is the next business day.

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:

VALIC

Customer Service Call Center: (888) 569-7055
5 a.m. - 6 p.m. PT (M-F)

ING

Customer Service Call Center: (800) 262-3862
5 a.m. – 7 p.m. PT (M – F)
5 a.m. – 1 p.m. PT (Sat – Sun)
(866) 770-1682 to schedule a visit with an ING representative

Fidelity Investments

Customer Service Call Center: (800) 343-0860
5 a.m. – 9 p.m. PT (M – F)
(800) 642-7131 to schedule a confidential consultation

TIAA-CREF

Customer Service Call Center: (800) 842-2776

MetLife

Customer Service Call Center: (877) 948-4638
5 a.m. – 5 p.m. PT (M - F)

Useful 403(b) Information