City of Anaheim: 457 and RHS Deferred Compensation Plans

Education

Calculators

Explore interactive online calculators that help you plan and save for your retirement.

Education Materials

Retirement Education CenterRetirement Education Center (REC)
This is your all-in-one-place retirement hub which contains a range of educational materials and useful tools, including articles, newsletters, videos, online calculators and more. For plan-specific information regarding the Anaheim 457 and RHS Deferred Compensation Plans, please access the Plans and Investments pages.


Social Security

Online retirement planning tools


Retirement publications


Leaving Employment

Getting Ready to Retire or Separate from Service

Did you know you can keep your City of Anaheim 457(b) Deferred Compensation Plan long after you separate from service or retire? You’ll continue to receive benefits, including:

  • No cost financial planning access
  • Lower investment expenses, on average
  • Access to a self-directed brokerage account
  • Access to your money before age 59½ without a penalty1
  • Flexible payout options with no taxes until you take withdrawals2

Learn More



1 Withdrawals may begin after separation of service. You lose this automatic exemption if you move to another type of retirement account.

2 Applies to all 457 plan contributions and associated earnings.

Anaheim Retirement Plans app

Learn more about the free mobile app

    Contact Your Representatives

    Ryan Carpenter
    Retirement Plans Specialist MissionSquare Retirement
    (202) 759-7032
    RCarpenter@missionsq.org

    Zoran Lozo - Retirement Plans SpecialistZoran Lozo
    CERTIFIED FINANCIAL PLANNER™ professional
    MissionSquare Retirement


    Schedule an appointment with Zoran Lozo or another available Certified Financial Planner. Simply click the link below and search by name.