The County of Santa Cruz Deferred Compensation Plan
Getting Ready to Retire?
If you are approaching or living in retirement, we're here to help
Welcome
Are you on track for retirement? The County of Santa Cruz and ICMA-RC invite you to learn more and manage your 457 Deferred Compensation Plan online.
Get started by taking an important first step for your retirement – sign up to save.
Plan Number: 305886
Manage Your Account
- See your balance
- Update your contact or beneficiary information
- Review your contributions
- Manage your investments
- Download forms
Need additional help? Contact ICMA-RC Investor Services at (800) 669-7400. You may also contact Franchezca Diaz at per139@santacruzcounty.us or 831-454-2926.
Mobile App
Online Options
Resources
Your Local Representative
Contact your Retirement Plans Specialist if you need assistance with:
- Enrolling in your plan
- Rollovers into your ICMA-RC account
- Investment strategy and how much to save
- Distribution options
- Pre-retirement checkup
Schedule an appointment with your representative
Joanne Holan
ICMA-RC Retirement Plans Specialist
(877) 313-8317
JHolan@icmarc.org
Your CFP®
For an in-depth view of your financial wellness, consultations with a CERTIFIED FINANCIAL PLANNERTM Professional are also available.
James Collins, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
JCollins@icmarc.org
Retirement Savings Tips
- Take Control of Your Financial IndependenceAs you celebrate Independence Day this summer, it’s also a great time to focus on your financial independence. Use the following resources to help you get started on long-term financial goals and stay on track to reach them. [...continued]
- Tax Breaks When You’re Starting OutLower your taxes and keep more of your money by making the most of special tax breaks when you’re starting out. [...continued]
- How to Protect Property and Finances from Hurricanes and Summer StormsWhat can you do if your doctor prescribes a drug that isn’t covered by your insurance? Two of the largest pharmacy benefit managers, which provide drug coverage for many health plans, dropped dozens of drugs from their formularies (their lists of covered drugs) in 2019. [...continued]
About ICMA-RC
Founded in 1972, ICMA-RC is a non-profit independent financial services corporation with a mission to help public sector employees build retirement security. Learn more at www.icmarc.org/about.
For those of you who are new to ICMA-RC, welcome!
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