Link: UCOP's e-newsletter

Stay Informed. Stay Connected.

Gauge your readiness with Retirement Review

Your 2017 Retirement Review statement is waiting for you at, the UC retirement benefits website.

Your annual statement helps you project your monthly retirement income (if you stay on track) from UC’s retirement benefits plans: UC Retirement Plan (pension) and UC Retirement Savings Program accounts (403(b), 457(b) and DC plans). A retirement readiness score shows your expected retirement income as a percentage of your current pay.

Your Retirement Review is interactive, allowing you to personalize your score by updating your retirement age or factoring in additional sources of income such as Social Security, other savings, or your spouse’s or partner’s retirement assets. You can also model how additional savings could help you reach your retirement income goals, and you can choose to add or change your voluntary contributions (subject to IRS limits).

If you have questions about your Retirement Review, call the UC Retirement Savings Program Service Center at 866-682-7787. Please note that the 2017 Retirement Review is not available for Safe Harbor employees or for employees hired on or after July 1, 2016 who were eligible for the UC Retirement Choice Program.

While you’re checking out your Retirement Review, take some time to explore the resources available on The site offers detailed information about your primary retirement benefits and voluntary savings plans along with comprehensive financial education resources, including the option to sign up for classes, webinars and personal retirement planning.

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