Wednesday, August 30 2017
To: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: September, 2017 - UC/Fidelity Retirement Savings Program Workshops
University of California is the administrator of the UC Retirement Savings Program which include the Tax-Deferred 403(b) Plan, the 457(b) Deferred Compensation Plan and the Defined Contribution Plan (DCP). Fidelity Retirement Services provides the record keeping and account services for the Program. This is our monthly reminder that Fidelity Retirement Services will be conducting workshops.
Tuesday, September 5, 2017 - in H.R. Emeriti/Retiree Center Meeting Room
1:00 PM - Fundamentals of Retirement Income Planning
2:00 PM - Making the Most of Social Security
Friday, September 8, 2017
10:00 AM - Your UC Retirement System
10:30 AM - The UC Retirement Choice Program
11:00 AM - Women & Investing - Retirement Income Planning On Your Own
Tuesday, September 19, 2017
1:00 PM - Your UC Retirement System
1:30 PM - Getting on the Right Path with Your Workplace Savings
2:00 PM - Building a Portfolio for any Weather
2:30 PM - Preserving Your Savings for Future Generations
Workshops will be held in Human Resources, Room 3101 in Student Affairs Administrative Services Bldg. (SAASB) in the Emeriti/Retiree Center Meeting Room, 3101A.
Reservations for the workshops are preferred and can be made by calling 1-800-642-7131.
Please check back later to view the complete workshop schedule and live webinars through December, 2017. (It will be posted ).
For complete details, please go to "myUCretirement" website. You can find the link(s) to get your retirement review, assign/review your beneficiary designation, enroll, change or cancel contributions, distributions, 403(b) loan, performance information, rollovers and transfer funds.