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Deferred Compensation Unit

 

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Retirement Planning Tools

 

 

Planning your Retirement?  It’s never too early to review your Retirement Planning options.  These options will make retirement planning simple and thorough.

 

Retirement Tools

 

On-Site Fidelity Workshops

3-Year Limited Catch-Up Program

Final compensation Amendment Form

Fidelity Tools

Distribution Options

Safe Harbor Explanation (402f)

Pre-Retirement Meeting FAQ's

 

SCERS Purchasable Service Credit

 

Some participants may have the option of purchasing additional service through the Sacramento County Employees Retirement System (SCERS).  While this program is not part of the 457(b) Deferred Compensation Plan, often times participants use the funds built up in the Deferred Compensation Plan to purchase additions service credit at SCERS.

 

There are six types of purchasable service which may be credited to your account.

 

1. Redeposits

2. Premembership

3. Temporary Service Between Two Periods of SCERS Membership

4. Medical Leave of Absence/State Disability Insurance (SDI)

5. Family Medical Leave

6. Public Service Credit

 

If you believe you may be entitled to purchase service credit or would like more details, you should contact SCERS at 916-874-9119 or 1-800-336-1711.  The SCERS office is located at 980 9th Street, 18th Floor, Sacramento, CA  95814

 

 

Additional Retirement Credit (ARC)

 

As of November 30, 2007, active members may obtain cost estimates for purchasing ARC by accessing www.SCERS.org.  Because ARC purchases are only available to active members, interested persons should contact SCERS for more information at 916-874-9119 or 1-800-336-1711.  The SCERS office is located at 980 9th Street, 18th Floor, Sacramento, CA  95814

 


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.

 

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