Building on Your
Financial Foundation

Expanding your financial
base today can help you
do more tomorrow.

Take a few minutes to learn how the UC Retirement System can help you stay on top of all of life’s money matters. Here you'll find articles, tools, and resources on budgeting, managing debt, paying off student loans, and saving for your future. 

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.

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Three things to know about an emergency fund.

Life is full of surprises. Make sure you’re ready for them. Learn ways to build emergency cash for when you need it most.

Finding the right information can make all the difference.

What to do if your social life is making you broke

Learn how to save money by budgeting for social events.

 

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9 ways to stop living paycheck to paycheck

Tips to help you break the cycle and establish financial independence.

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Power of small amounts

See the difference a small change in your savings can make.

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Find a better way to pay off student debt

Explore options for paying off your debt faster.

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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.

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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.

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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)

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Attend a financial class

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

Register Today