Be careful about financial adviser solicitations
UC retirees and employees recently have reported unauthorized and misleading financial adviser solicitations. These messages, delivered through emails, invitations, and cold calls, often purport to help with retirement planning. Most are intentionally misleading and suggest that UC is endorsing their services.
It’s easy to confuse these unauthorized advisers with UC-contracted financial planning services. To be clear, UC contracts exclusively with Fidelity Investments for all financial education and guidance services through a dedicated team that is well-versed in UC retirement benefits.Fidelity, financial advisors