Tuesday, February 27 2018
TO: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: February 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.
Tuesday, March 6
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- Basics of When and How to Claim Social Security
Understand how Social Security works and what you should consider before you claim your benefit.
Friday, March 9
10:00 AM – Create a Budget, Ditch your Debt, and Start Building for the Future
Tips and tools to help you get a handle on spending and borrowing, including how to develop a smart budget and ways to manage debt.
10:45 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.
Tuesday, March 20
1:00 PM – My UC Retirement Choice Program
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.
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 – 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 with class descriptions 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.