“Preparation is the key to success,” Alexander Graham Bell once said. And when it comes to retirement, this is certainly true. If you’re ready to start preparing for retirement, we’ve got the resources and help you need to ensure a successful transition.
Retirement Review. Want to see what your monthly retirement income could be from all your UC retirement benefits? The personalized Retirement Review lets you view your UCRP pension* benefits together with your accounts in the UC 403(b), 457(b), and DC Plans.
Classes and Webinars. Attend a free on-site class or live webinar. UC offers classes on planning for retirement income, understanding Social Security, estate planning, and more.
Just want an easy-to-understand overview of UC’s retirement benefits? Attend the Your UC Retirement System class.
Preparing for Retirement video. Check out the When You’re Ready to Retire section of UCnet to find a video that can help you understand your benefits and how to evaluate your retirement paycheck versus your current paycheck.
Step-by-step guide to retiring from UC. While in the When You’re Ready to Retire section of UCnet, click Preparing for Retirement for a step-by-step guide to the process of retiring from UC. For more detail, download one of the many retirement publications.
Retirement Planning. Get a holistic view of your retirement plan with one-on-one counseling available from UC at no cost to you, so that you can make well-informed retirement benefits decisions. Common questions include: Will your money last as long as you need it to? How should you withdraw money from your accounts to minimize taxes in retirement? Meet with a Retirement Planner by phone or in person, when and where it’s convenient for you. Need assistance in a language other than English? Just let the representative know; consultations are available in over 140 languages. To schedule an appointment, call 1-800-558-9182 or visit the website.
Retirement Administration Service Center (RASC). RASC counselors can answer your UCRP retirement benefits questions and guide you through the UC retirement process when you’ve decided to retire. Call UC RASC at 1-800-888-8267 (Monday–Friday, 8:30 a.m.–4:30 p.m. PT).
*Also includes information on the Capital Accumulation Payment (CAP), a supplement to the UCRP pension benefits that was established for eligible employees on certain dates in 1992–1994 and 2002–2003.
Although consultations are one-on-one, guidance or counseling provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.
Fidelity Brokerage Services LLC, member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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