Nationwide Resources
In addition to the County's Deferred Compensation Unit, Nationwide provides a range of addtional personalized serivces to County Employees.
Meet with a Nationwide Retirement Specialist
The County’s dedicated retirement specialist, Lauren Ryan, is available to assist you with personalized account reviews as well as retirement & financial planning
|
Available On Site By Appointment |
Available Remotely by Appointment |
|
Tuesday 9:00 a.m.- 4:00 p.m. Thursday 9:00 a.m. - 4:00 p.m. |
Weekdays 9:00 a.m. - 5:00 p.m. |
To schedule an appointment with Lauren Ryan visit the Nationwide Online Scheduler.
The Nationwide specialist is stationed in the ACTTC lobby at:
585 Fiscal Dr, Suite 100
Santa Rosa, CA 95403
Nationwide Webinar Series
The Sonoma County Deferred Compensation Plan and Nationwide® offer resources and education to better prepare you for even the most challenging situations. Register today for a webinar to help you stay informed on ways to manage your money and plan for retirement. After the webinar, follow up with your Retirement Specialist to review your retirement goals.
Nearing Retirement and Your 457 Plan - Tuesday September 3, 2024 12:00pm to 1:00pm
If you’re 5 years or less from retirement, join us for an informative webinar that dispels some of the myths of retiring
Tax-Efficient Retirement Income Strategies - Thursday September 5, 2024 12:00pm-1:00pm
A fundamental rundown of balancing your retirement income sources- pre-tax savings, pension, Social Security, and Roth savings – and the strategies for creating tax efficiencies in retirement.
Should you have any questions about your plan, or your retirement strategies, please reach out to our Nationwide specialist Lauren, at Lauren.ryan@nationwide.com, to schedule an appointment.
Nationwide Retirement Resouce Group
Retirement Resource Group Flyer (PDF: 562 KB)
Nationwide now offers additional retirement planning services through their Retirement Resource Group. They can be contacted by phone at (888) 401-5272. Employees can also schedule an appointment with the Retirement Resource Group via this link:
http://retirementspecialists.MyRetirementAppt.com
Services include Enrollment, Investment Goals Assessment, Asset Consolidation, and Financial Wellness assessments.
Please also note that Sonoma County employees have a custom phone number for Nationwide Customer Service. Their phone number is (866) 242-5048. This team is staffed with over 100 representatives. If you have a question about your online Nationwide account or a more general question, then this team will be a better option than the Retirement Resource Group.