401(a) Retirement Plan<br />457(b) Deferred Compensation Plan: For DC Government Employees

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    Customer Support

    ICMA-RC Investor Services Representatives:

    • 1-800-669-7400
    • Available for questions Monday through Friday from 8:30 am to 9:00 pm EST.
    • Para asistencia en Español, oprima *
    • TDD: 1-800-669-7471

    Local Service Offices

    777 North Capitol St NE, 8th Floor
    Washington DC 20002
    9:00am - 5:00 pm (Monday - Friday)
    (202) 759-7190

    1015 Half Street SE, 9th Floor
    Washington DC 20003
    9:00am - 5:00pm (Monday - Friday)
    (202) 442-9749
    (202) 442-9640

    Your local Retirement Plans Specialists can help you plan your retirement and manage your account. They also present on-site education seminars.

    Financial Planning Services

    Your CERTIFIED FINANCIAL PLANNERTM professional can help you plan your overall financial future.

    Steven Taylor Steve Taylor, CFP®
    (866) 838-6661
    • Seminars and workshops at your worksite during staff meetings, safety meetings or other special events.
    • One-on-one appointments, for more personalized guidance, in person or by phone.

    Customized financial plans provide written, customized guidance.

    • Snapshot Financial Plans - personal retirement savings forecasts, available free to all District participants.
    • Goal-Specific Financial Plans - detailed analysis of one or two financial topics, such as Retirement, Asset Allocation, Education, Insurance Planning, or a Major Purchase.
    • Comprehensive Financial Plans designed primarily for those nearing retirement.

    Your CERTIFIED FINANCIAL PLANNERYour CERTIFIED FINANCIAL PLANNERTM provides education about a variety of financial topics that can affect retirement savings, such as estate planning, saving for education, and setting long-term financial goals. View this webinar to learn more and meet Steve, your CFP®.