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The UC Retirement Choice Program

Kaiser 705

For employees hired on or after July 1, 2016: Learn 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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or…

Preserving Your Savings for Future Generations

Kaiser 705

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, gifting, and insurance replacement strategies. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Identify and Prioritize Your Savings Goals

Kaiser 705

How to balance saving for retirement with other savings goals such as paying off student loans, purchasing a home or saving for children's college. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Your UC Retirement System

Kaiser 705

Overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through to 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Identify and Prioritize Your Savings Goals

Franklin 11110

How to balance saving for retirement with other savings goals such as paying off student loans, purchasing a home or saving for children's college. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Basics of When and How to Claim Social Security

Franklin 11110

Understand how Social Security works and what you should consider before you claim your benefit. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

The UC Retirement Choice Program

Franklin 11110

For employees hired on or after July 1, 2016: Learn 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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or…

Make the Most of the UC Retirement Savings Program

Kaiser 705

Determine how much savings you will need to retire the way you want, understand how much you can save through the UC Retirement Savings Program, discover additional ways to save, and learn strategies to help you protect and grow your savings. Pre-registration required. Register by…