Deferred Compensation Unit
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On-Site Fidelity Workshops
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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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