Monday, October 3 2016
TO: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: October, 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, October 4, 2016 - in H.R. Emeriti/Retiree Center Meeting Room
1:00 PM - The UC Retirement Choice Program
1:30 PM - Your UC Retirement System
2:00 PM - Building a Portfolio for Any Weather
2:30 PM - Creating a Budget, Ditch Your Debt and Start Building for the Future
Friday, October 14, 2016 - in H.R. Learning Center
9:15 AM - The UC Retirement Choice Program
12:15 PM - Fundamentals of Retirement Income Planning
1:00 PM - Making the Most of Social Security
Tuesday, October 18, 2016 - in H.R. Emeriti/Retiree Center Meeting Room
1:00 PM - Designing a Financial Roadmap
1:30 PM - Getting on the Right Path with Your Workplace Savings
2:00 PM - Your UC Retirement System
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 room(s) mentioned above.
Reservations for the workshops are preferred and can be made by calling 1-800-642-7131 or on-line at https://nb.fidelity.com/public/nb/default/fort.
You may view the complete workshop schedule and live webinars through December, 2016 at: https://www.myucretirement.com/classes.
For complete details, please see "myUCretirement" website at https://www.myucretirement.com/. From this 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.