UC Retirement Benefits
Preparing for a successful retirement is one of the biggest financial responsibilities you will face. UC offers a comprehensive array of retirement benefits, savings programs and educational and counseling resources to help you plan for retirement.
UC’s primary retirement benefits provide a strong foundation, with costs shared by you and UC. Voluntary savings programs and retirement planning resources give you the tools to save even more toward a financially secure future. For more information, visit Your Retirement Benefits webpage.
Note: For information about any changes to the UC/UCR Benefits as a result of the COVID-19 pandemic, please visit the Important Changes UC Benefits/FSA Programs webpage.
UC Retirement Resources
UC offers retirement services and tools to assist faculty and staff in career-long financial planning for retirement. You may register for financial education classes/workshops or you can schedule a one-on-one financial consultation with a Fidelity Investments Retirement Planner.
Financial Education Classes
Individual financial planning is also available throughout the year. You may schedule One-on-One Retirement Counseling with a Fidelity Investments Retirement Planner by calling (800) 558-9182. For more information on the UC Retirement Savings Program offered through Fidelity Investments, visit myucretirement.com or contact Fidelity Investment's customer service at (800) 642-7131.
Are You Ready
Regardless of what stage you are in for planning your retirement, whether it's in the next few months or even the next year or so, the first step of the process should be to review the following retirement resources.
Preparing for Retirement Resources
Prudential Life Insurance Conversion Estimator Tool
Prudential offers a life insurance conversion estimator tool on the Prudential microsite for UC members. This helpful tool allows employees who are considering converting their insurance benefit to preview an estimate of the premiums before they decide to convert. To access the life insurance conversion estimator tool, please visit the Prudential Estimate Your Life Insurance Needs website.