Memos

Strategies for Drawing Income in Retirement Workshop

Monday, April 15 2019

 

TO: Staff and Faculty

FR: Lisa Romero, Employee Services Manager, Human Resources

RE: Strategies for Drawing Income in Retirement Workshop

Getting ready to retire now or in the next 5 years and wondering what to do with all your UC Retirement Accounts?  In this workshop, Fidelity will review the various options for all of your UC Retirement Accounts after you retire with UC. They will discuss what happens to each of your UC retirement accounts and how these will coordinate with your Social Security retirement benefits.  They will wrap up the session by explaining what factors individuals need to consider as they piece everything together to create a retirement income plan.

                                                        AGENDA:
1. REVIEW THE UCRP, CAP ACCOUNT, DCP ACCOUNT AND RETIREMENT SAVINGS
2. OPTIONS FOR CAP ACCOUNT (IF APPLICABLE)
3. OPTIONS FOR FIDELITY ACCOUNTS
4. REVIEW KEY SOCIAL SECURITY AGES
5. THINGS TO CONSIDER WHEN CREATING A RETIREMENT INCOME PLAN

When: April 26th at 10am or 1pm. 

Location: HR Learning Center- 3101 SAASB (3rd floor)

 

Space is limited, please RSVP by calling Fidelity at 800-642-7131, Monday-Friday 8:00am to 12:00am ET and sign up for the workshop, “Strategies for Drawing Income in Retirement”

 

Thank you.

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