Deferred Compensation Unit

Active County employees may transfer balances from another “eligible retirement plan” into the County 457 Plan.  Eligible retirement plans consist of IRA, 401a, 401k, 403b, and 457 plans.  Such plan assets may be transferred into the County 457 Plan anytime while you are an active employee.   The characteristics of the funds from the other “eligible retirement plan” continue to apply to the transferred assets.  This may include early withdrawal penalties that some retirement plans are subject to.

Plan to Plan Rollover Q&A’s

Before investing in any investment option, please carefully consider the investment objectives, risks, charges and expenses.  For this and other information, call Fidelity at 1-800-343-0860 or visit www.fidelity.com/atwork for a free mutual fund or variable annuity prospectus or a fixed annuity fact sheet.  Read it carefully before you invest. 

If you have any questions, call a Fidelity Retirement Services Specialist at 1-800-343-0860, Monday through Friday, from 5am to 9pm, PT.  A Fidelity Retirement Services Specialist can answer your questions and help you complete the steps necessary to begin directing your investments through your workplace savings plan.  

To Contact a Deferred Compensation Technician:

Phone: 916-874-2020
Fax: 916-874-8419
E-mail: PSDBenefits@saccounty.net

Interoffice Mail Code: 09-6750

To Contact Fidelity Investments:

Phone: 800-343-0860
Website: www.fidelity.com/atwork

Inquire about the availability of documents in alternate formats.