Tuesday, May 9 2017
TO: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: May, 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.
Friday, May 12th
10:00 AM - Women & Investing - Build and Own Your Plan
10:30 AM - Getting on the Right Path with Your Workplace Savings
11:00 AM - The UC Retirement Choice Program
Tuesday, May 16th
1:00 PM - Getting on the Right Path with Your Workplace Savings
1:30 PM - Building a Portfolio for Any Weather
2:00 PM - Create a Budget, Ditch Your Debt and Start Building for the Future
2:30 PM - Your UC Retirement System
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.
You may view the complete workshop schedule and live webinars through June, 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.