About Pension2: Pension2 is CalSTRS’ voluntary supplemental savings plan designed to support your goals for a more comfortable and rewarding financial future. We recognize that in today’s ever-evolving world it can be challenging to meet your financial needs. Pension2 complements your CalSTRS defined benefit plan by allowing you to set aside additional money for retirement in a variety of low-cost investment options. It’s your future. Choose Pension2TM. © 2015
PLEASE NOTE THAT THE PLAN NAME IS YOUR SCHOOL DISTRICT
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Additional information about vendor’s experience in California and other states:
Life Insurance Company of the Southwest (“LSW”) is a Dallas, TX based life insurance company which only offers group and individual annuities as defined under section 403(b)(1) of the Internal Revenue Code. LSW specializes in the design, administration, and marketing of tax deferred retirement vehicles in several markets but with an emphasis in the 403(b) marketplace. LSW is an authorized TSA provider for over 7,000 school districts, universities, and not-for-profit organizations. LSW maintains a regional sales office dedicated to the California 403(b) marketplace. LSW is represented in California by several independent marketing organizations as well as by over 800 professional independent agents.