PRIMARY RETIREMENT BENEFITS
- How UC's primary retirement benefits work
- Retirement benefits for Safe Harbor employees (seasonal, part-time, temporary)
- Make your Retirement Choice (For eligible newhires/rehires)
- Manage UCRP pension account
- Manage DC Plan account (Savings Choice, and DC Supplement for Pension Choice)
- Connect with someone
SUPPLEMENTAL RETIREMENT BENEFITS
- How UC's supplemental retirement benefits work
- Enroll in the 403(b), 457(b), or After-tax DC Plan
- Quick enroll in the 403(b) in 3 steps (Easy Enroll)
- Manage 403(b), 457(b) or DC Plan account
- Connect with someone
RETIREE HEALTH & WELFARE BENEFITS
CLASSES, NEWS & HELP
RETIREMENT INCOME TOOLS
- Retirement Income Strategies
- Four steps to help you generate income from your retirement savings for as long as you need it to.
- UCRAYS (Log in required)
- Estimate income from the UC Retirement Plan (aka Pension).
- Retirement Review (Log in required)
- Model retirement income estimates from all UC benefits.
- Retirement Choice Modeler
- Eligible new hires/rehires can model which Choice could work best.
- Deferred Lifetime Income
- Interactive estimator to help decide how much Deferred Lifetime Income to purchase.
- Fidelity Planning & Guidance Center
- Create a financial plan or investment strategy and monitor your progress.
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News and Insights

Summer 2024

Two New Investment Options Added to UC RSP Fund Lineup

The UC Short Duration Bond Fund and the UC Blue and Gold Fund became available July 1. Brokered CD's are also available for 457(b) and DC Plan accounts through the Fidelity BrokerageLink® platform.

Protect your financial accounts and your identity

It’s important to prevent cyber fraud, safeguard your financial accounts and protect your identity. Follow the best practices recommended by cyber security experts.

Join the Women Talk Money community

Did you know women face a different reality when it comes to money? Longevity, student debt, and career breaks are just a few differences. The Women Talk Money community is here to help you plan, save, and invest in a way that takes these realities into consideration – and, together, work to close the wealth gap.

Be careful of financial advisor solicitations

Many UC employees receive unauthorized and misleading financial advisor solicitations. Learn how to spot and avoid them, and only work with UC-dedicated Fidelity Workplace Financial Consultants or other reputable financial advisors.

EXPLORE POPULAR TOPICS

SAVING FOR RETIREMENT

READY TO RETIRE

INCOME IN RETIREMENT

LIFE AND MONEY

INVESTING

PLAN NEWS

What to do with your old 403(b)

Meet one-on-one with a Workplace Financial Consultant

Introduction to catch-up contributions

Just 1% more can make a big difference

Save more with your UC benefits

How to keep your retirement savings working when you leave UC

How much can you save this year?

Identify and prioritize your savings goals

Take advantage of the DC Plan After-tax Account

Five steps to help you stay on target for your retirement goals

Enroll in UC's 403(b) or 457(b)

How lifetime and special catch-up contributions work

403(b) or 457(b): Which should you choose?

Are you ready to roll? Rollovers made easy

How the UC Retirement Choice program works

Thinking of taking a loan from your 403(b)?

How 403(b) loans work

*UPDATED* Loans and withdrawals for those impacted by COVID-19 (02.16.21)

Your UC Retirement System class

Create a budget, ditch your debt, and start building for the future class

Guide to investing in the UC Retirement Savings Program class

Make the most of the UC Retirement Savings Program class

Ways to Save with Roth

Managing My Money class

Mindful Investing class

Retirement Income Planning for Her

Resources to help you prepare for retirement

How to switch from saving to spending

Should you take Social Security at 62?

Your UC retirement income just might surprise you

Five things to consider before you retire

How to maximize your retirement income

How much money will you need in retirement?

Connect with a UC Retiree Center

Three keys to your retirement income plan

Fundamentals of retirement income planning class

Four ways to help manage your cash in retirement

Payment options for UC's pension plan

Social Security tips for working retirees

Three tax and retirement income planning moves for retirees

Get to know one of your most valuable UC benefits

Recently retired? Consider these next steps

Put your 403(b), 457(b), and DC plan withdrawals on autopilot

Deferred Lifetime Income: Money when you need it most

Will inflation deflate your retirement savings?

Making sense of RMDs

Options for taking your first required minimum distribution (RMD)

Will working during retirement affect your benefits?

Basics of when and how to claim Social Security class

Maximize Social Security in your retirement strategy class

Understanding the Basics of Social Security

Six tips to be more secure online

Four ways to protect key documents from a natural disaster

College savings options class

Six money myths debunked

Three paycheck moves for young investors

How to update your beneficiary

Preserving your savings for future generations class

Five money musts class

Women & Investing: Organize, Plan, And Own Your Future

Establishing and maintaining your estate plan class

Tackle Debt and Understand Your Credit Score

Investing for Beginners

Identify and Prioritize Your Savings Goals

Take the First Step to Investing

Create a Budget and Build Emergency Savings

Money Insights for Millennials and Gen Z

Introduction to the UC Fund Menu

Which investment mix may be right for you?

Introduction to the UC Pathway Funds

Introduction to Fidelity BrokerageLink ®

Where to go for help with your investment decisions

How to prepare for your one-on-one counseling meeting

Straight talk on three investing myths

UC’s Chief Investment Officer talks about investing for retirement

Put the law of averages to work for your retirement

6 biggest pitfalls for investors

Changes to the UC Retirement Savings Program (RSP) fund offerings

4 tips to navigate volatile markets

Tax efficient investing class

Your 2023 Retirement Review is available now

Alert: Be careful about financial advisor solicitations

Five things you can do to help secure your UC Retirement Savings Program accounts

Updates to in-service withdrawals from UC’s 457(b) and DC Plan

UC Retirement Savings Program lowers administrative fee

Update on Secure Act 2.0 Retirement Plan Reforms

A Roth option is now available

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News and Insights

Summer 2024

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