Thursday, November 30 2017
To: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: December, 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, December 5, 2017
1:00 PM - Fundamentals of Retirement Income Planning
Understanding when you may be able to retire, ways to help make your savings last and retirement challenges you may face.
2:00 PM - Maximizing Social Security in Your Retirement Strategy
Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.
Friday, December 8, 2017
10:00 AM - Your UC Retirement System
Overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through 403(b), 457(b) and Defined Contribution plans.
10:30 AM - Identify and Prioritize Your Savings Goals
How to balance saving for retirement with other savings goals such as paying off student loans, home purchase or college savings.
11:00 AM - Basics of When and How to Claim Social Security
Understand how Social Security works and what you should consider before you claim your benefit.
Workshops will be held in Human Resources, Room 3101 in Student Affairs Administrative Services Bldg. (SAASB), H.R. Emeriti/Retiree Center Meeting Room, 3101A.
Reservations for the workshops are preferred and can be made by calling 1-800-642-7131.
Future workshops and webinars will be posted at https://www.myucretirement.com/classes.
For complete details, please see "myUCretirement" website. You can find links to get your retirement review; assign or review your beneficiary designation; enroll, change or cancel contributions or distributions; request 403(b) loan, review performance information, rollovers and transfer funds.