Monday, January 29 2018
To: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: January, 2018 - 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.
Wednesday, January 24, 2018
10:00 AM - 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.
10:45 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.
11:30 AM - Your UC Retirement System - Overview of UC retirement benefits, including retirement savings program
Overview of UC retirement benefits. including primary retirement benefit options and additional voluntary savings opportunities through 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 March, 2018.
For complete details, please see "myUCretirement" website. You can find links to get your retirement review; assign or review your beneficiary designation; enroll, change or cancel contributions or distributions; request 403(b) loan, review performance information, rollovers and transfer funds.