Resources
Forms
- Deferred Compensation Prior Service Purchase Transfer Form
- 457(b) Buydown Deferral Form
- 457(b) Payoff Deferral Form
- Overview: 401(k) Hardship and 457 Emergency Withdrawal
- 401(k) Hardship Withdrawal Self-Certify Application
- 457(b) Emergency Withdrawal
- 457(b) Special Catch-Up Provision Information
- 457(b) Special Catch-Up Enrollment Form
Resources
Fidelity On-Demand Workshops
Fidelity Investments offers on-demand financial workshops on a wide array of topics that are available to county employees. These topics include creating a budget, saving for the future, managing unexpected events and expenses, making the most of your retirement savings, and many more. Click on the link below to learn how to start saving for your future.
Below are some of the specific topics covered with the on-demand workshops.
- Budget and Debt Management
- Fundementals of Retirement Income Planning
- Confident Investing in Any Market
- Investing for Your Future
- College Planning 529
- Maximizing Your Retirement Savings
- Make the Most of Social Security
- Preserving Your Savings for Future Generations
- Identify and Prioritize Your Savings
For a comprehensive list of the available workshops, please log into your NetBenefits portal.
