Deferred Compensation
The ACTTC's Deferred Compensation unit, in collaboration with Nationwide Retirement Services, administers the County's pre-tax savings programs on behalf of County employees. These programs are intended to encourage employees to save additional funds for retirement. Employees may have two or three different accounts and employees may access their accounts in person at our office or on line by visiting http://www.Sonoma457.com.
Please note that the deferred compensation program is not the same as the Sonoma County Employees’ Retirement Association (SCERA)'s pension plan. For information on SCERA and pensions, visit http://www.scretire.com or call (707) 565-8100.
You can contact your Deferred Compensation Analyst, Christy Kazarian at (707) 565-3221 with any questions or call to make an appointment to meet in person. You can email questions to ACTTC-Deferred-Comp@sonoma-county.org.
| Physical Address: Appointment Only | Mailing Address |
|---|---|
|
433 Aviation Blvd, Suite 120 Santa Rosa CA, 95403 (Back side of SCERA Building) |
585 Fiscal Dr, Suite 100 Santa Rosa CA, 95403 |
Meet with a Nationwide Retirement Specialist
The County’s dedicated retirement specialist, Lauren Ryan, is now available to assist you with personalized account reviews as well as retirement & financial planning
|
Available On Site |
Available Virtually |
|
Tuesday 9:00 a.m.- 4:00 p.m. Wednesday 9:00 a.m. - 4:00 p.m. |
Weekdays 9:00 a.m. - 5:00 p.m. |
To schedule an appointment with Lauren Ryan visit the Nationwide Online Scheduler.
The Nationwide specialist is stationed in the ACTTC lobby at:
585 Fiscal Dr, Suite 100
Santa Rosa, CA 95403
Nationwide 2023 Webinar Series 
The Sonoma County Deferred Compensation Plan and Nationwide® offer
resources and education to better prepare you for even the most challenging
situations. Register today for a webinar to help you stay informed on ways to manage
your money and plan for retirement. After the webinar, follow up with your Retirement Specialist to review your retirement goals.
June 5th, 2023 12pm-1pm
Enrolling in the County 457 Plan- Retirement Savings: In this webinar we'll answer the following questions: How do I get started in the county 457 plan? How much can I contribute to the plan? Does Roth or Pre-Tax savings make sense for me? What investment options are available to me? How does this 457 plan work together with pension and social security?
June 20th, 2023 12pm-1pm
Nearing Retirement for County Employees: Designed for those within 5 years of retirement, this webinar aims to tackle the following questions: Should I keep my retirement savings in the county 457 when I retire? What are my withdrawal options when I retire? How much can I save in my last few years of employment? Are there any special investments for retirees?
June 28th, 2023 12pm-1pm
Investment Strategies for you Retirement Savings: In this webinar, we'll answer questions like: What are my investment options in my 457 plan? Can I get advice on how to invest? What are the risks?
Nationwide Retirement Resource Group
Retirement Resource Group Flyer (PDF: 562 KB)
Nationwide now offers additional retirement planning services through their Retirement Resource Group. They can be contacted by phone at (888) 401-5272. Employees can also schedule an appointment with the Retirement Resource Group via this link:
http://retirementspecialists.MyRetirementAppt.com
Services include Enrollment, Investment Goals Assessment, Asset Consolidation, and Financial Wellness assessments.
Please also note that Sonoma County employees have a custom phone number for Nationwide Customer Service. Their phone number is (866) 242-5048. This team is staffed with over 100 representatives. If you have a question about your online Nationwide account or a more general question, then this team will be a better option than the Retirement Resource Group.