The following resources can help you learn about how Deferred Lifetime Income may fit into your retirement income plan. Before making a decision about purchasing Deferred Lifetime Income, you’re encouraged to discuss your financial situation with a UC-dedicated Fidelity Workplace Financial Consultant or other financial advisor. This is especially important if you have balances in former employers’ retirement plan(s), or if you have an IRA.

Retirement planning
UC offers you one-on-one, personal help with your retirement benefits decisions from UC-dedicated Fidelity Workplace Financial Consultants. They can also walk you through the purchase process and help transfer funds if necessary. During the purchase window, your Fidelity Workplace Financial Consultant can connect you to representatives from the insurer who can help you explore Deferred Lifetime Income in detail. This service is available at no cost to you.

> CALL 1-800-558-9182  >  SCHEDULE A MEETING

Webcasts and Recordings
REGISTER for the DEFERRED LIFETIME INCOME — THE NEXT GENERATION OF RETIREMENT PLANNING WEBCAST on Wednesday, August 28, 2024 at 12:00 p.m. PT.

STEP-BY-STEP PURCHASE PROCESS OVERVIEW VIDEO

Additional resources and FAQs
Select a resource to learn more about planning for retirement income, understand how to make your purchase, and get answers to your questions.

DEFERRED LIFETIME INCOME DECISION GUIDE
FREQUENTLY ASKED QUESTIONS
RETIREMENT INCOME STRATEGIES