Enrollment

Prior to enrolling in either plan, please be sure to review the enrollment eligibility requirements noted below. Additional enrollment information and options are available for the 457(b) plan and the 401(k) plan.

457(b) Deferred Compensation Plan Eligibility 401(k) Salary Savings Plan Eligibility
  • Full-time or part-time regular employees of the County;
  • Full-time or part-time employees of any Special District governed by the County of San Bernardino Board of Supervisors;
  • Elected officials of the County or any Special District governed by the County of San Bernardino Board of Supervisors;
  • Full-time or part-time regular employees of the Superior Court of the County of San Bernardino; or Employees of the County who are expressly permitted to participate in the Plan. Any eligible employee may elect to participate in the Plan and defer a portion of future compensation. To participate, you must agree to defer a minimum of $10 per pay period. There are no minimum age or service requirements.
  • In the exempt occupational unit of the County;
  • An elected official of the County;
  • A contract employee of the County whose contract authorizes participation in the Plan; or
  • Any other employee who is deemed eligible by the County Board of Supervisors.

 

 

When you initiate the online enrollment process, you will be asked to provide the Plan Number, Verification Number and Location Code. The table below provides numbers for each of the plans. Please make note of the numbers for the plan(s) in which you are enrolling and then select Enroll. You must enroll in each plan separately. After enrolling in one plan, you must return and complete these same steps and enroll in the second plan.

Plan Plan Number Verification Number Location Code  
San Bernardino County 457 Plan VFZ785 162619 0001 Enroll
San Bernardino County 401(k) Plan VFZ786 162619 0001 Enroll
San Bernardino Superior Courts 457 Plan VFZ900 162619 0001 Enroll
San Bernardino Superior Courts 401(k) Plan VFZ902 162619 0001 Enroll

Once the enrollment process is complete for a plan, you will have the chance to review and confirm your entries before submitting your enrollment information. An email confirmation will be sent to the email address you provide during the enrollment process. In addition, a separate confirmation of your enrollment will be mailed to the postal address you provide. 

You should consider the investment objectives, risks, and charges and expenses of the variable product and its underlying fund options; or mutual funds offered through a retirement plan, carefully before investing. The prospectuses/prospectus summaries/information booklets contain this and other information, which can be obtained by contacting your local representative. Please read the information carefully before investing.

 

Not FDIC/NCUA/NCUSIF Insured | Not a Deposit of a Bank/Credit Union | May Lose Value | Not Bank/Credit Union Guaranteed | Not Insured by Any Federal Government Agency

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