There are two upcoming changes to the UC Pathway Funds, the target date investment series available to participants in the Retirement Savings Program (403(b), 457(b) and DC Plans). The UC Pathway Fund series is designed to evolve over time, transitioning the nearest-dated fund into the Income Fund five years after its target retirement year. Additionally, the series introduces new funds that meet the needs of young savers with long investment horizons.
Updates on January 1, 2020
-
The UC Pathway 2015 Fund will no longer be available following its merger into the UC Pathway Income Fund.
- A new fund, the UC Pathway 2065 Fund, will be available for investing.
Participants invested in the 2015 and/or 2060 Funds will receive (e)mailings (see numbered links above) on November 20, 2019. There are many additional resources to learn more about the changes on the fund menu page of myUCretirement.com.
If you should have any questions, please direct them to Fidelity at 1 (866) 682-7787.