Get Ready for What's Next

It’s time to protect the
life you’ve built.

Take a few minutes to learn how the UC Retirement System can help you meet your changing needs. Here you'll find webinars, videos and tools on tax-efficient investments and protecting the life you've built.

Get a personal financial checkup.

Want help evaluating your personal financial picture? In about five minutes, your personal financial wellness checkup will show you where you land on a scale from 1 to 100, and offer tips to help you make the most of your money. (NetBenefits login required)

Financial wellness checkup

Get tips for improving your finances.

START

Finding the right information can make all the difference.

UC’s Chief Investment Officer talks about investing for retirement

Watch an exclusive video featuring Jagdeep Singh Bachher, Chief Investment Officer for the University of California. 

WATCH

Take advantage of the DCP after-tax account

Learn about the tax advantages available through the DCP.

READ

Tax-efficient investing

Learn about the impact of taxes on your investments.

READ

How much money will you need in retirement? 

Create your roadmap for retirement by knowing how much you'll need to save .  

READ

Know the value of your UC primary retirement benefits.

Did you know that just 22 percent of American workers participate in a pension plan? Because a pension plan provides guaranteed retirement income for as long as you live, it’s one of the most valuable benefits an employer can offer. And you have access to one through UC.

* “How many American workers participate in workplace retirement plans?” Pension Rights Center, July 15, 2019.

Get the details

Learn more about your UC retirement benefits.

READ

Get help from a professional.

UC contracts with Fidelity Investments to provide complimentary one-on-one guidance. Talk to a Fidelity Retirement Planner serving UC to discuss your needs—from basic budgeting to retirement planning. For your convenience, there are several meeting options:

Tip: Read the UC Alert about misleading financial adviser solicitations that appear to be endorsed by UC.

More helpful resources.

UC Retirement System resources

Make the most of your money today, so you can do a whole lot more tomorrow.

LEARN MORE

NetBenefits.com

Get started now or view your UC Retirement Savings Program—403(b), 457(b), and DC Plan—account details, including balances, contributions, and investments.

See Account

Retirement Review

See a personalized estimate of how much you are on track to receive in retirement from UC sources. (Login required)

FIND OUT

Attend a financial class

Classes are available to help you learn about your UC retirement benefits and managing your financial life.

Register Today