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Deferred Compensation Unit

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On-Site Fidelity Workshops

 

The County of Sacramento and Fidelity Investments offer free educational workshops designed to give employees the knowledge and confidence they need to build a more secure financial future.  This workshop series targets the employees’ overall financial health and is designed to meet employees “where they are” regarding their own financial situations.

The objective is to develop creative ways of delivering and reinforcing knowledge about retirement investing, more depth in the activities employees participate in during the workshops, generate topics for plan sponsors and employees that are more customized, encourage more interaction between the facilitator and the employees, and deliver the help necessary for taking action.

These workshops will show employees some simple steps to take in order to get and keep them on track toward meeting their goals.  Fidelity Retirement Counselors create an informal and engaging environment in which employees are encouraged to complete written exercises, ask questions, and participate in discussions. 

No reservation is necessary to attend workshops. 

Currently Scheduled Workshops

In addition, free and confidential, one-one-one counseling sessions with a licensed Fidelity representative are available.  Each session provides you with a valuable opportunity to discuss asset allocation in volatile markets and new tax law changes that offer you more flexibility in your deferred compensation plan during retirement.  Your situation can be analyzed with your entire retirement picture in mind.  This may include topics such as: other sources of income, debt reduction, Social Security, and working part time in retirement.  Please call Fidelity at 800-642-7131 for available dates and to schedule an appointment. 

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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