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 MissionSquare Retirement 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 MissionSquare Retirement Participant 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
- Pre Tax vs. Roth contributions
- Roll-ins to your MissionSquare Retirement account
- Investment strategy and how much to save
- Distribution options
- Pre-retirement checkup
Schedule an appointment with your representative
Ray Ortiz
MissionSquare Retirement Retirement Plan Specialist
(202) 759-7126
ROrtiz@missionsq.org
MissionSquare Retirement Financial Planning Services
Our CERTIFIED FINANCIAL PLANNER™ professionals can help with your comprehensive financial planning needs to and through retirement. To learn more about financial planning services, contact your Retirement Plans Specialist.
Financial Planning Webinars
Retirement doesn't have to be complicated. Register for one of our financial planning webinars that can help you prepare to enjoy your retirement your way.
Retirement Savings Tips
- Get moving with a financial fitness hub built just for youStart now with the Financial Wellness Center — an easy-to-use hub where you can personalize your financial goals.
- Interest rates are low, so why is your credit card rate so high?These four tips could help you get better rates on your credit cards.
- 6 signs you're not ready to retire and how to get readySavings, debt, and plans for your next stage in life may be bigger factors than age.
- 5 reasons to sell a fundPeriodically evaluate the funds you’re investing in to make sure they still meet your needs.
About MissionSquare Retirement
Founded in 1972, MissionSquare Retirement 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 MissionSquare Retirement, welcome!
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