RESOURCES

One-on-one counseling and other resources

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

 

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 BROCHURE
FREQUENTLY ASKED QUESTIONS
RETIREMENT INCOME STRATEGIES
STEP-BY-STEP PURCHASE PROCESS OVERVIEW VIDEO
DEFERRED LIFETIME INCOME - THE NEXT GENERATION OF RETIREMENT PLANNING WEBCAST

 

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