University of California, Berkeley

Retirement Planning Workshops

These workshops are sponsored by the Human Resources Benefits Unit and are open only to Berkeley campus employees.

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, login to the BLU web portal, click on UC Learning Center, find the UC Essentials category, and click on "Benefits."

 

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 schedule for all workshops can be found on the UC Focus On Your Future website. The workshops include: