Nearing Retirement - Savings Plus

Facilitated By: 

Jasmine Bauer, Retirement Specialist 

Description: 

Now that retirement is right over the horizon, you'll want to know all the benefits of Savings Plus that apply to you. We'll discuss maximizing your Savings Plus deferrals in your last few years of employment, withdrawing your funds after retirement, and why you should keep your funds with Savings Plus after you retire. 

Objectives  By the end of this workshop you will:

• Learn how to maximize deferrals in your final years of employment
• Discover the tax consequences of making withdrawals in retirement 
• Find out why transferring out to an IRA might nullify many of the benefits of the state 401(k) and 457 plans

Registration Information:

Faculty & Staff – To register for this session:

1. Log into the myNorthridge Portal, in the Training/Professional Dev pagelet and Select “CSU Learn”, or visit: https://csu.sumtotal.host/Core/dash/home/Home_Northridge;
2. Select "Training Schedule” to view upcoming training on campus and select the date on the calendar for the course you which to attend;
3. Then select the course title; next select "Register;"
4. Click on the bullet next to the CSUN HR icon, and select “Submit” to enroll in this session.

If you require an accommodation to attend this program, please contact Human Resources at x5168 at least seven business days in advance of the program.

Withdraw from Session: If you need to cancel your registration, select the “Self” icon in CSU Learn.  Select “Learning,” then “Registrations.”  Select the box next to the session you need to cancel, and select “Cancel Registration.”  In the next window, select “Confirm Cancellation.” 

Return to CSUN's Professional & Personal Development Training Calendar at: http://www.csun.edu/development/training.