Benefits Retirement & Savings Workshops
These workshops are sponsored by the Human Resources Benefits Unit and are open only to Berkeley campus employees.
All workshops will be held in Room 150 University Hall unless otherwise noted; seating is on a first-come, first-served basis.
Retiring From UC - Workshop
This workshop provides an overview of benefits paid by the University of California Retirement Plan (UCRP). UCRP benefits include lifetime monthly retirement income, disability benefits, survivor income and death benefits. Learn about tools to use in your retirement planning, and steps during the retirement process.
In addition, this workshop describes the retiree health benefits, explains how a retiree’s medical plan coordinates with Medicare, identifies issues to consider when selecting a plan, and explains the steps necessary to take with UC, Medicare, and your health plan to successfully enroll in Medicare and coordinate with your UC retiree medical plan.
To enroll in this workshop, or to check the workshop schedule, visit the UCB Learning Center website, located at http://blu.berkeley.edu/.
Retirement Readiness Education Program - Fidelity Retirement Services
UC is sponsoring several retirement education workshops conducted by Fidelity Retirement Services to help employees learn about investing for retirement and the steps they can take to help ensure retirement readiness. The workshops include:
Accessing Your Account Workshop
Learn how to navigate NetBenefits and about the tools available on the site.
Enrolling in your UC Retirement Savings Program
Learn about the benefits of enrolling in the UC Retirement Program.
Determining your Investment Strategy
This workshop is for people participating in the UC Retirement Savings Plan but not sure which funds they should be invested in.
Achieving a Sound Retirement
This workshop is designed for people who anticipate retiring in 5-10 years. Learn about the considerations when planning for retirement.
The Fundamentals of Retirement Income Planning
This workshop is designed for people who are currently retired or planning to in the coming year. Come learn the importance of a written income plan and things you should consider when developing an income plan.
To see a schedule of these workshops and enrollment information, click here.
Retirement Readiness Department Workshops - Fidelity Retirement Services
UC has hired Fidelity Retirement Services to develop and implement a financial education program for employees. Fidelity is available to bring 60-minute workshops to your department. For more details and contact information, please click here.