Cal Poly Pomona

TSA 403(b) Program Information

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About the Program

The CSU's 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. TSA contributions are made solely by the employee through payroll deductions, prior to federal and state taxes being calculated.

The CSU’s 403(b) program includes tax sheltered annuities and mutual fund custodial accounts qualified under Section 403(b) of the Internal Revenue Code. Over 100 different companies are available for employees to invest with through monthly pre-tax payroll deduction. For additional information, view the CSU's Highlights of The Tax-Sheltered Annuity Program and view the List of Authorized TSA companies.

Eligibility For TSA 403(b) & Mutual Fund Participation

  • The minimum monthly 403(b) contribution is $15 per month. Currently, some 403(b) vendors require a monthly contribution greater than $15, so this level of contribution may limit the employee’s choice of vendors.
  • With the exception of certain student classifications, all employees are eligible to participate in the 403(b) program, including rehired annuitants (regardless of age).
  • Only the following student classifications are ineligible for 403(b) participation:
    • Resident Assistant (class code 1869)
    • Student Assistant (class code 1870)
    • Student Trainee, On-Campus Work Study (class code 1871)
    • Student Trainee, Off-Campus Work Study (class code 1872)
    • Graduate Assistant (class code 2355)