Memos

Monthly UC Retirement System Workshops for 1976 Tier Members

Thursday, August 7 2014

TO:     Staff and Academics

FR:      Lisa Romero, Benefits Manager, Human Resources

RE:     Monthly UC Retirement System Workshops for 1976 Tier Members

            (Computer lab setting)

 

The Benefits Office offers a monthly retirement workshop specific to the pension each month from 11:00 am to 12:00 pm. This is a reminder that our next workshop is this Friday, August 8th.  

 

What’s exciting about these workshops is the computer lab setting.  The workshop will cover retirement related topics such as:

-an overview of the UC Retirement System

-how UC and Employee contributions work in UCRP, a Defined Benefit Plan;

-eligibility requirements

-what are the factors that determine your monthly payment

-how to do a retirement estimate online (2 options-only one requires your username and password)

-how to read the information on your retirement estimate

 

We will have 15 laptops available for those of you who would like the “hands on” experience; otherwise you can just follow along as we demonstrate how to use the estimator tools online.

Our Fidelity Retirement Counselor will use the last 15 minutes to discuss the retirement calculator tools available through Fidelity NetBenefits and how the retirement savings programs fit in to your UC pension. If you wish to log in to your Fidelity account, please have your Fidelity login information with you.

The workshop will be held in the HR Learning Center, 3101 SAASB.  No reservations are needed, however, seating is limited and the laptops are on a first come first serve basis.  One of the retirement estimator tools requires that you log in to At Your Service, so please be prepared to enter your username and password.  (We will not be able to reset passwords during this workshop.)

Questions concerning this workshop can be directed to Gabe Suarez Ext: 4662.

Thank you.

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