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Planning and Help

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The UC Retirement System contracts with Fidelity Investments to provide many valuable services, including financial education through on-site classes and one-on-one guidance. Meet one-on-one with a UC-dedicated Retirement Planner by phone or in person for help with all of life’s money matters, from paying down debt and budgeting, to saving and investing for retirement. When you retire from UC, Retirement Planners work with RASC Counselors to help you understand your total retirement income and make decisions about your savings benefits.

Let the representative know if you need assistance in a language other than English; consultations are available in over 140 languages.

Contact Fidelity

(800) 558-9182
No appointment needed

In person
Schedule a place and time that works for you

Virtual
Schedule a telephone meeting with screen sharing and optional one-way video technology

 

Ready to retire?

Speak with a Retirement Counselor from UC’s Retirement Administration Service Center (RASC) when you are ready to retire or if you have questions about your pension benefits. RASC Counselors also will work with Retirement Planners to help you understand your total retirement income and make holistic financial decisions.

Contact RASC

(800) 888-8267
Monday–Friday, 8:30 a.m.–4:30 p.m. PT