Monday, October 2 2017

To:     Staff and Faculty

FR:     Benefits Office, Human Resources - x 2489

RE:    October, 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, October 3, 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, October 13, 2017

10:00 AM - Your College Savings Options

Insight into the rising cost of college, financial aid resources and how to start saving now.

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 - Guide to Investing in the UC Retirement Savings Program

How to build an investment strategy based on risk tolerance, investing horizon and involvement level and the investment options available through UC's 403(b), 457(b) and DC plans.

Tuesday, October 17, 2017

1:00 PM Preserving Your Savings for Future Generations

How an estate plan can help you preserve your assets and control the distribution of your estate. Covers wills and probate, power of attorney, healthcare proxies and gifting and insurance replacement strategies

1:45 PM The UC Retirement Choice Program - 2016 Tier members only

How the Retirement Choice program works, including details on the Pension and Savings Choice options, what to consider and instructions on how to make your choice

2:30 PM - Guide to Investing in the UC Retirement Savings Program

How to build an investment strategy based on risk tolerance, investing horizon and involvement level and the investment options available through UC's 403(b), 457(b) and DC plans.

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.