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.
This December, Nationwide will be hosting webinars focused specifically for government employees. Use the links below to register for any of the following topics:
- Enrolling in the 457 Plan: December 5th 12:00pm to 1:00pm
- A great session if you haven’t yet signed up for a 457 plan with your employer.
- Understanding Roth Savings in your 457: December 7th 12:00pm to 1:00pm
- A deeper dive into investing basics and the options available to us in the 457 plan.
- Nearing Retirement Topics for those within 5 years of retirement: December 12th 12:00pm to 1:00pm
- If you’re getting close to retirement, this session is for you!
- Social Security Basics: December 18th 12:00pm to 1:00pm
- Social Security is one of your most important retirement benefits. Come and learn the basics.
Should you have any questions on your plan, or your retirement strategies, please reach out to me at Lauren.ryan@nationwide.com to schedule an appointment.
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.
Enrollment Forms
Distribution Forms and Information
Close to Retiring
Other Forms and Information
- Deferring All or Part of a Lump Sum Payment or Accruals Procedure
- Accrual or Lump Sum Deferral Form
- Nationwide Retirement Resource Group Flyer
- Loan Information
- 457(b) Deferred Compensation 3-Year Special Catch-Up Election Form
- Incoming Assets Rollover Form
- Outgoing Assets Rollover Form
- Name, Address, Beneficiary Change Form
- Purchase of Service Credit -- SCERA
- Nationwide Plan-to-Plan Transfer