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July 2016

Getting on the Right Path with Your UC Savings Plan

Tuesday, July 19, 2016, 12:00 pm1:00 pm

Introduction to UC Retirement Savings Program benefits, features, and investments. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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The UC Retirement Choice Program

Tuesday, July 19, 2016, 1:00 pm2:00 pm

Learn about your retirement benefit options, understand how to make your choice and get answers to your questions. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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Fundamentals of Retirement Income Planning

Tuesday, July 19, 2016, 2:00 pm3:00 pm

Introduction to key concepts, considerations, and resources for determining when you are ready to retire. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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September 2016

Your UC Retirement System

Tuesday, September 20, 2016, 12:00 pm1:00 pm

Introduction to your UC Retirement System—the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 403(b), 457(b); and DC Plans. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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Designing a Financial Roadmap

Tuesday, September 20, 2016, 1:00 pm2:00 pm

How to build a financial roadmap that can help you navigate all your savings needs. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

The UC Retirement Choice Program

Tuesday, September 20, 2016, 2:00 pm3:00 pm

Learn about your retirement benefit options, understand how to make your choice and get answers to your questions. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
October 2017

Maximizing Social Security in Your Retirement Strategy

Tuesday, October 10, 2017, 12:00 pm1:00 pm

Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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Fundamentals of Retirement Income Planning

Tuesday, October 10, 2017, 1:00 pm2:00 pm

Understanding when you may be able to retire, ways to help make your savings last, and retirement challenges you may face. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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Guide to Investing in the UC Retirement Savings Program

Tuesday, October 10, 2017, 2:00 pm3:00 pm

How to build an investment strategy based on risk tolerance, investing horizon and involvement level, using the investment options available through UC’s 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.

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January 2018

Make the Most of the UC Retirement Savings Program

Tuesday, January 30, 2018, 12:00 pm1:00 pm

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 visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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Create a Budget, Ditch Your Debt, and Start Building for the Future

Tuesday, January 30, 2018, 1:00 pm2:00 pm

What you need to know about budgeting, debt and making room for saving. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.  

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The UC Retirement Choice Program

Tuesday, January 30, 2018, 2:00 pm3:00 pm

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 by calling 800-642-7131.

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