Friday, November 3 2017
To: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: November, 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, November 7, 2017
1:00 PM - Fundamentals of Retirement Income Planning
Understanding when you may be able to retire, ways to help make your savings may 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.
Tuesday, November 21, 2017
1:00 PM - Your UC Retirement System
Overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through to 403(b), 457(b) and DC plans.
1:45 PM - Getting Started in the UC Retirement Savings Program
How UC's voluntary 403(b), 457(b) and DC plans can help you save more for retirement, including the benefits of pre-tax saving, and how to enroll.
2:30 PM - Women and Investing: Plan, Organize, Own Your Future
Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely.
Workshops will be held in Human Resources, Room 3101 in Student Affairs Administrative Services Bldg. (SAASB) in the H.R. Emeriti/Retiree Center Meeting Room, 3101A.
Reservations for the workshops are preferred and can be made by calling 1-800-642-7131.
You may view the complete workshop schedule and live webinars through December, 2017.
For complete details, please see "myUCretirement" website. You can find links 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.