Fidelity
Women and Investing: Organize, Plan, Own Your Future
Kaiser 705Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. 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
Kaiser 705How 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.
The UC Retirement Choice Program
Kaiser 505How 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.
Guide to Investing in the UC Retirement Savings Program
Kaiser 505How to build an investment strategy based on risk tolerance, investing horizon and involvement level, and 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.
Identify and Prioritize Your Savings Goals
Franklin 9115How to balance saving for retirement with other savings goals, such as paying off student loans, home purchase or college savings. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Strategies for Drawing Income in Retirement
Franklin 9115How to best plan for the retirement you envision by building a retirement income plan, including strategies for drawing income in retirement from different sources. 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 9115Understand 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.
Make the Most of the UC Retirement Savings Program
Franklin 9115Determine 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.
