Pension2 Informational Videos
Informational Videos
Videos designed to help you understand your retirement goals and how Pension2 can become an intricate part of reaching those goals.
403bCompare Webinar
This webinar covers:
- Background and functionality of the website.
- What to look for in a 403(b) product.
- How to compare 403(b) products side by side.
- How to enroll and start contributing to a 403(b).
CalSTRS Pension2 – Plan Overview
What is a CalSTRS Pension2 Personal Wealth Plan and why is it an important part of the CalSTRS hybrid retirement system?
CalSTRS Pension2 – Account Types
What are the differences between 403(b), Roth 403(b) and 457 retirement plans and which plan is best for you?
CalSTRS Pension2 – Enrollment
What are the different ways to enroll in Pension2 and what are the investment options that are available in the program?
CalSTRS Pension2 – Rollovers
How to consolidate other retirement accounts like IRA, 401(k), 403(b) and 457’s into a Pension2 account.
The video also addresses moving your Defined Benefit Supplement account to Pension2 when retiring.
Pension2 Webinar
Complementing Your Defined Benefit Pension for a Job Well Done
This webinar covers:
- Determining your retirement income gap.
- Filling in your gap with CalSTRS Pension2.
- What investment choices are available.
- Determining an investing strategy.
- Enrolling in Pension2.