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California State University System

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Welcome to the California State University’s Tax Sheltered Annuity (TSA) Program Website!

Thank you for choosing MetLife!

By visiting MetLife’s TSA Program website for employees of the California State University, you are taking an important step towards preparing for your retirement and your future financial goals.

MetLife specializes in providing retirement and other financial products and services to educational, healthcare, governmental and other nonprofit employers and their employees, including several state universities in the U.S.

Metropolitan Life Insurance Company:

  • Has over 140 years of experience as a financial services provider.1
  • Serves over 70 million people worldwide.
  • Provides retirement products and services to over 1.2 million individuals throughout the nation.2
Financial Services Right at Your Workplace

MetLife has a team of Financial Services Representatives dedicated to California State University who specialize in helping employees save for their retirement.

Our representatives are available on site at your campus to meet with you one-on-one.

They can:

  • Help you assess your retirement savings profile against priorities and goals.
  • Help you define when you want to retire and what you want out of your retirement, then translate those goals into numbers.
  • Conduct a paycheck analysis.
  • Review your plan asset investment allocation with you.
  • Schedule plan account reviews at least annually to help you stay on track.

To find the representative nearest you, please visit the Onsite Campus Assistance Page or call the California Regional Office at 866-294-0807.

Program Fees

There is no additional administrative charge for investing in the MFSP mutual funds. All mutual funds have investment management fees and other expenses. Some may have 12b-1 fees. Please see the prospectus for each fund for more information.

1 WWW.MetLife.com, as of January 2014

2 LIMRA Not-For-Profit Report, Third Quarter, 2013

Federal income tax rules, with certain exceptions, prohibit withdrawals before age 59 ½ from a TSA. Where pre 59 ½ withdrawals are allowed a 10% federal tax penalty may apply. Withdrawals are subject to ordinary income taxes. For any tax qualified account, like a TSA, the tax deferred accrual feature is provided by the tax qualified retirement program therefore, there should be reasons other than tax deferral for acquiring an annuity contract within a retirement program.

MetLife and/or its affiliates receive fees from the fund families and/or their affiliates for certain distribution, administrative and recordkeeping services.

MetLife Resources is a division of Metropolitan Life Insurance Company, 200 Park Ave, New York, NY 10166. Securities and investment advisory services are offered by Registered Representatives and Investment Advisor Representatives, respectively, of MetLife Securities, Inc. (MSI), (member FINRA/SIPC), a Registered Investment Adviser, 1095 Avenue of the Americas, New York, NY 10036.

Mutual funds are sold by prospectus, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses, and past mutual fund performance is not a guarantee of future results.

MLR19000504017

Making Changes

Once you are Enrolled

Log on to RetirementSavingsLink to review your account or make changes.


 
 
 
 
 

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