Getting Ready to Retire – Next steps for your Retirement Savings Program Accounts
*Please pass this information along to the staff and faculty in your department.**
TO: Staff and Faculty
FR: Shira Minerd, Work-Life Resource Coordinator, Employee Services, Human Resources
RE: Getting Ready to Retire – Next steps for your Retirement Savings Program Accounts
Getting ready to retire now or in the next 5 years and wondering what to do with all your UC Retirement Accounts?
In these workshops, 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:
- Review the UCRP, CAP account, DCP account and retirement savings
- Options for CAP account (if applicable)
- Options for Fidelity accounts
- Review key social security ages
- Things to consider when creating a retirement income plan
Space is limited, please RSVP for one of the sessions on June 5th using the links below:
● June 5, 2020 10AM – Getting Ready to Retire – Next steps for your Retirement Savings Program Account https://fmr.zoom.us/webinar/
● June 5, 2020 1PM – Getting Ready to Retire – Next steps for your Retirement Savings Program Account https://fmr.zoom.us/webinar/
Thank you