Videos

These brief videos – the longest is only 6-1/2 minutes – will help you gain a better understanding of how 403(b) and 457 plans work, how they can help you supplement your CalSTRS or CalPERS pension and how to choose investment products within your plan.

Investing some time now to learn about 403(b) and 457 plans can pay off later!

Four Reasons to Save in a 403(b)

Learn about the reasons to save in your 403(b) plan.

Four Things to Keep in Mind With Your 403(b)

Learn about the four things to keep in mind as you save in your 403(b).

CTA - Helping Educators Plan for Retirement

Learn more about Plan for Retirement.

Why Participate in a 403(b) or 457 Plan?

Learn why a 403(b) or 457 plan can be important to your financial future.

Comparing 403(b) and 457 Plans

Review the similarities of and differences between 403(b) and 457 plans.

Choosing a 403(b) or 457 Product

Learn about the basic investment products available in these plans.

The Impact of Fees on Your 403(b) or 457 Plan

Fees can take a big bite out of your investments. This video will help you know what to look for.

A Look at Fixed Annuities

View this introduction to how fixed annuities work.

The Truth about Variable Annuities

Variable annuities can be complicated and often expensive. Watch this video to learn more about how they work and what they cost.

A Look at Target-Date Funds

Learn the basics of target-date funds.

Finding a Trustworthy Financial Advisor

You may want to enlist a professional to help you manage your 403(b) or 457 plan investments. Here are tips to find a good one.

What Educators Need to Know about Social Security

Figuring out whether you are eligible for Social Security benefits as a California educator can be tricky. This video will help explain the rules.

Smart Investing with the CTA Retirement Savings Plan

Learn how enrolling in the CTA 403(b) Retirement Savings Plan can help you begin to plan for a successful retirement.


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