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.
Stick to your plan and stay the course.
The current market volatility doesn’t mean you need to dramatically alter your long-term plans. While you might need to delay some of your short-term goals, you have time to ride it out. Focus on the big picture and stick to your plan.
Finding the right information can make all the difference.
Know the value of your UC primary retirement benefits.
Did you know that just 25 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.
* "Worker Participation in Employer-Sponsored Pensions: Data in Brief," Congressional Research Service. November 23, 2021.
Investing based on your principles.
Did you know the UC Retirement Savings Program gives you access to investments that are socially responsible? If you want to make a difference, consider a socially responsible investing approach.
Get help from a professional.
UC contracts with Fidelity Investments to provide complimentary one-on-one guidance. Talk to a UC-dedicated workplace financial consultant to discuss your needs—from basic budgeting to retirement planning. For your convenience, there are several meeting options:
- Schedule a phone or Zoom one-on-one with a local UC-dedicated workplace financial consultant.
- Call 800-558-9182 Monday–Friday, 5:30 a.m.–5:00 p.m. PT.
Tip: Read the UC Alert about misleading financial advisor 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.
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.
Retirement Review
See a personalized estimate of how much you are on track to receive in retirement from UC sources. (Login required)
Attend a financial class
Classes are available to help you learn about your UC retirement benefits and managing your financial life.