Balancing Your
Financial Priorities

Keep your financial goals
at the top of your list.

Life has a way of stretching your wallet in multiple directions. That's why UC offers resources that can help you manage all your money priorities. Here you'll find articles, tools, and videos to help you create the balance that’s right for you.

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.

Identify and prioritize your savings goals

Learn savings strategies for the things that are important to you.

WEBINAR

The ABCs of 529 college savings plans

Learn ways to get the most out of a 529 plan.

VIEW

The 1% difference:
Can you save more?

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

READ

Take advantage of the DCP after-tax account

Learn about the tax advantages available through the DCP.

READ

Planning for multiple goals.

Saving for multiple goals doesn’t have to be overwhelming. Identifying your goals and creating a budget can help you manage your expenses and create a plan to help make your dreams a reality.

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