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 Fidelity Workplace Financial Consultant 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, Fidelity Workplace Financial Consultants 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.
No appointment needed.
Schedule a time to talk with your UC location's dedicated Fidelity Workplace Financial Consultant. *UPDATE: All in-person appointments are currently being conducted by phone or video only.*
Tip: Read the UC alert about misleading financial advisor solicitations that appear to be endorsed by UC.
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 Fidelity Workplace Financial Consultants to help you understand your total retirement income and make holistic financial decisions.
Also available via secure messaging through your UC Retirement At Your Service (UCRAYS) account.