Chapter Resource Center

To keep your members up-to-date, Here are things every chapter leader can do to keep your members up-to-date with new developments in the 403(b)/457 Plan and the investment market.

  1. Sign up for e-mail newsletters
    Simply click on the above link and click “Send” to confirm that you’d like to receive updates regarding 403(b) & 457 plans, CalSTRS/CalPERS, investing and retirement planning, and new features on the site. (If you are having issues accessing the subscribe link, just drop us an email at and let us know that you’d like to sign up.)
  2. Include updates from the E-newsletter on your chapter Web site or newsletter.
    The content from the E-newsletter is archived here and available for you to add to your chapter Web site.
  3. Order and distribute The Advisor newsletter to your members (no cost to you).

    Save More in Your 403(b) Plan by Avoiding High Fees – January 2013, Revised 1/15
    Download Order

    You Have the Power to Make Good 403(b) and 457 Plan Decisions – May 2012, Revised 9/15
    Download  Order
  4. Order or download the 403(b)/457 Consumer Guide and distribute it to your members.
    CLOSING THE GAP – Saving for Your Retirement with a 403(b) or 457 Plan
    Download Order (requires login to MyCTA)

    CTA GUIDE TO WORKING WITH A 403(B) OR 457 ADVISOR - Ask the Right Questions to Get Full Disclosures
    Download Order (requires login to MyCTA)

    CTA MODEL PORTFOLIOS - Helping You with Your 403(b) and 457 Plan
    Download Order (requires login to MyCTA)
  5. Link your chapter Web site to Easily link your chapter Web site to by copying and pasting the code below onto your site.

    <a href=""><img src="" alt="" /></a>

    We have developed this graphic icon to place on your chapter Web site to make it easy for members to link to The icon below can also be placed in your chapter e-mail and print newsletters to help members find the Web site. If you have any questions, please contact Henry Ahn at (650) 552-5288 or

Download a high resolution version