Wednesday, February 1 2017
TO: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: February, 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, February 7, 2017
1:00 PM - Fundamentals of Retirement Income Planning
2:00 PM - Making the Most of Social Security
Friday, February 10, 2017
10:00 AM - The UC Retirement Choice Program
10:30 AM - Building a Portfolio for any Weather
11:00 AM - Women & Investing - Build and Own your Plan
11:30 AM - Your College Savings Options
Tuesday, February 21, 2017
1:00 PM - Your UC Retirement System
1:30 PM - The UC Retirement Choice Program
2:00 PM - Designing a Financial Roadmap
2:30 PM - Building a Portfolio for any Weather
Workshops will be held in Human Resources, Room 3101 in Student Affairs Administrative Services Bldg. (SAASB), in the Emeriti/Retiree Center Meeting Room, 3101A.
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 March, 2017 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.