Fidelity
Your UC Retirement System
Kaiser 705Introduction to your UC Retirement System — the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 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.
Guide to Investing in the UC Retirement Savings Program
Kaiser 705How 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.
The UC Retirement Choice Program
Kaiser 705For 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…
Women & Investing: Organize, Plan and 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.
Basics of When and How to Claim Social Security
franklin 5305Understand 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.
Preserving Your Savings for Future Generations
franklin 5305Learn 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, and 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.
Getting Started in the UC Retirement Savings Program
franklin 5305How UC's voluntary 403(b), 457(b) and DC plans can help you save more for retirement, including the benefits of pre-tax saving, and how to enroll. 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 705Introduction to your UC Retirement System — the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 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.