Friday, July 1 2016
TO: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: July, 2016 - 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, July 5, 2016
12:15 pm – Getting on the Right Path with your Workplace
1:00 pm – Your UC Retirement System
1:30 pm – Building a Portfolio for any Weather
2:00 pm – Preserving Your Savings for Future Generations
Friday, July 8, 2016
12:15 pm – Getting on the Right Path with your Workplace Savings
1:00 pm – Your UC Retirement System
1:30 pm – Designing a Financial Roadmap
Tuesday, July 19, 2016
12:15 pm – Making the Most of Social Security
1:00 pm – Fundamentals of Retirement Income Planning
2:00 pm – Women & Investing – Get Organized
All workshops will be held in Human Resources’ Learning Center; Room 3101 in Student Affairs Administrative Services Bldg. (SAASB).
Reservations for the workshops are preferred and can be made by calling 1-800-642-7131 or online at https://nb.fidelity.com/public/nb/default/fort
You may view the complete workshop schedule and live webinars at:
https://www.myucretirement.com/classes
For complete details, please see “myUCretirement” website at https://www.myucretirement.com/ for “Focus on Your Future News,” account information, beneficiary designation, changing or canceling contributions, distributions, enrolling, 403(b) loans, performance information, rollovers and transferring funds.