Monday, June 5 2017

To:     Staff and Faculty

FR:     Benefits Office, Human Resources - x 2489

RE:    June, 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, June 6, 2017

1:00 PM - Fundamentals of Retirement Income Planning

2:00 PM Preserving Your Savings for Future Generations

 

Friday, June 9, 2017 

10:00 AM -  Designing a Financial Roadmap

10:30 AM - Your College Savings Options

11:00 PM Your UC Retirement System

 

Tuesday, June 20, 2017 

1:00 PM - The UC Retirement Choice Program

1:30 PM - Getting on the Right Path with Your Workplace Savings

2:00 PM - Women & Investing - Retirement Income Planning On Your Own

2:30 PM Designing a Financial Roadmap

 

Workshops will be held in Human Resources, Room 3101 in Student Affairs Administrative Services Bldg. (SAASB) in the Emeriti/Retiree Center Meeting Room.
 
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.
 
Workshops for Summer, 2017, will be available in a few weeks. Please check back later 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.