Benefits Events
Retirement Planning Checklist
If you are approaching retirement, you may face many personal and financial considerations. Educating yourself beforehand is the key to making good retirement decisions. We encourage you to join CalPERS for this educational webinar that provides a checklist of steps you should be taking leading up to that all-important date.
The event is over. However, you can watch the training video and download a copy of the checklist below.
Working After Retirement
After you retire, you may decide to return to work for a CalPERS covered employer as a retired annuitant or reinstate from your retirement. Discover the limitations as a retired annuitant and the guidelines you must follow if you reinstate from retirement.
Pre-registration is required for this presentation. Please register in advance to attend this informative and FREE webinar.
Date: Wednesday, February 14, 2024
Time: 11:00 a.m. (PT)
Duration: 20 minutes
Registration: FreeLeaving Your CalPERS Employer
Some members may not be eligible to retire once they leave their CalPERS-covered employment, but there are other choices, including withdrawing your funds or moving to another California retirement system. Join us to gain a better understanding of your options for your CalPERS contributions and benefits if you leave a CalPERS-covered employer before retirement.
Pre-registration is required for this presentation. Please register in advance to attend this informative and FREE webinar.
Date: Wednesday, March 13, 2024
Time: 11:00 a.m. (PT)
Duration: 20 minutes
Registration: FreeEAP Services Overview
Please join us for an informative webinar on Thursday, February 22, 2024 from 12:00 pm to 1:00 pm for an overview of the EAP services provided by Empathia/LifeMatters, which are accessible at no cost to all employees of CSUMB.
During the webinar, you will learn what LifeMatters offers and how to access their services. Content includes:
- What LifeMatters provides
- How to access services
- Situations where LifeMatters may be of assistance
To attend this webinar and learn about the valuable resources of our EAP benefit, please consider attending.
DATE: February 22, 2024
TIME: 12:00 pm - 1:00 pm
Join Zoom Meeting
https://csumb.zoom.us/j/87908262666
Meeting ID: 879 0826 2666Register for February Ask Fidelity Sessions
A Retirement Plan vs. an Individual Retirement Account
When it comes to saving for retirement, there are two basic options that are most common, a retirement plan and an individual retirement account. Explore the features of both to help you make informed decisions.
Date: Wednesday, February 14
Time: 12 pm PSTUnderstanding Your Retirement Plan and All it Has to Offer
Your employer’s retirement plan is an essential part of planning for your future. Learn how it works, from contributions to investment options, so you can make the most of this important benefit.
Date: Wednesday, February 21
Time: 12 pm PSTRegister for a Virtual Web Workshop
Take the First Step to Investing
Learn key investing concepts, common investment types, and how to choose your investment approach.
Date: Thursday, February 22
Time: 12 pm PSTAttend a Virtual Web Workshop
Join Fidelity for a live educational webinar, where you'll learn strategies and tips to help you manage your financial future with confidence.
Meet or talk with a Fidelity representative
At Fidelity, we are experienced in helping people plan for their financial futures. We can help with basic budgeting to complex financial situations.