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CSU 403(b) Supplemental Retirement Plan

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The CSU’s 403(b) Supplemental Retirement Plan (SRP) is a voluntary program that allows eligible CSU employees to save toward retirement by contributing to tax-deferred investments. The 403(b) contributions are made solely by the employee through pre- or post-tax payroll deductions.

If you are no longer employed by CSU, contact Fidelity Investments at 800-343-0860, or your 403(b) legacy vendor to discuss your distribution options.

Accessing Your Account

  • If you have a username and password for your current Fidelity NetBenefits​ account, you can use that information to access your retirement account.
  • If you do not have a Fidelity NetBenefits username and password, log on at Fidelity NetBenefits, click the red "Enroll" button and follow the step-by-step instructions to set up your account.
  • If you have an account with one of the CSU 403(b) legacy vendors, please contact your vendor for instructions on how to access your account.​

Distribution, Rollovers or Other Requests

If you need a Plan Administrator Signature, please submit your request to CSU Systemwide Benefits through one of the following:


Online Submission

Submit 403(b) Documents


Fax

562-951-4695


Mail

CSU Chancellor’s Office ​
Attn: Systemwide Benefits 
401 Golden Shore 
Long Beach, CA 90802


For additional help, review the Transactions Flowchart (PDF).​

Please note: The standard turnaround time for Plan Administrator Signature is five business days. The Chancellor's Office is closed from December 25, 2019 through January 3, 2020. If you would like your request processed in calendar year 2019, we recommend getting your request to us no later than December 17, 2019.

T​ransfers

If you have balances with a legacy fund vendor and would like to transfer your 403(b) account to Fidelity, contact Fidelity for information and guidance at 800-343-0860. You can also schedule a face-to-face meeting with a Retirement Planner.

Investment or Beneficiary Changes

Log in to your Fidelity NetBenefits online account or call 800-343-0860 to change your investment elections and to update your beneficiaries. If you have a legacy vendor account, you must contact that vendor to make beneficiary changes.

Need More Assistance?

  • Call or email CSU Human Resources Management at 562-951-4411.
  • Contact Fidelity at 800-343-0860 or visit a Fidelity branch. See Fidelity Resources (PDF) for more information.