Thursday, September 1 2016

TO:  Staff and Faculty

FR:  Benefits Office, Human Resources - x 2489

RE:  September, 2016 - UC/Fidelity Retirement Savings Program Workshops

University of California is the administrator of the UC Retirement Savigns 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 6, 2016 -  in H.R. Emeriti/Retiree Center Meeting Room<

12:15 pm - Getting on the Right Path with your Workplace Savings

1:00 pm - Building a Portfolio for any Weather

1:30 pm - Create a Budget, Ditch Your Debt and Start Building for the Future 2:00 pm - Your College Savings Options

Friday, September 9, 2016 - in H.R. Learning Center

12:15 pm - Betting on the Right Path with your Workplace Savings 1:00 pm - Your UC Retirement System 1:30 pm - Women & Investing - Build and Own your Plan

Tuesday, September 20 2016 -  in H.R. Emeriti/Retiree Center Meeting Room 12:15 pm - Making the Most of Social Security 1:00 pm - Fundamentals of Retirement Income Planning 2:00 pm - Your College Savings Options 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 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, change or cancel contributions, distributions, enrolling, 403(b) loans, performance information, rollovers and transferring funds.