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CHECKLIST: Human Resources Benefits Education Program - 2014

Summary: Benefits information sessions are facilitated by Campus Human Resources Benefits staff and Fidelity Retirement Services. Sessions include information about retirement, savings, investing, estate planning, understanding medical / dental plans, and college savings programs.

For personal financial counseling contact Fidelity Retirement Services, (866) 682-7787, Monday - Friday, 5 a.m. to 9 p.m., Pacific Standard Time.

Date / TimeDetails
Ongoing
60 minute on-site classes
View schedule online
UC Financial Education Classes - On-site
Ongoing
60 minute on-site one-on-one consultation
One-on-one Financial Education Consultation - On-site
  • Personal consultation with Fidelity Workplace Planning and Guidance Consultant,
  • Get Guidance on:
    • Understanding your individual situation and priorities
    • Rollovers into UC Retirement Savings Program
    • Pre-retirement planning & CAP elections
    • Comprehensive retirement income planning
  • Schedule your appointment with Fidelity by calling 1-800-642-7131 or online at http://getguidance.fidelity.com/universityofcalifornia
Monthly
60 minute Webinars
View schedule online
UC Financial Education Classes - Webinars
  • Webinars presented by Fidelity Retirement Services
  • Computer with an Internet connection and a telephone needed to attend
  • One class is featured each month
  • You must register in advance online
Ongoing
60 minute Webinars
View schedule online
ScholarShare 529 College Savings Plan - Webinars
  • The ScholarShare College Savings Plan is offered by the State of California. Webinars presented by TIAA-CREF Tuition Financing, Inc. (TFI) is the Plan Manager
  • Learn more about ScholarShare: What is a Section 529 Plan? How does California’s 529 ScholarShare plan work? What are some of the features of ScholarShare? How can you get started?
  • Computer with an Internet connection and a telephone needed to attend
  • If you need assistance with either viewing or listening to this webinar, contact (800) 544-5248
  • You must register in advance online
Thursday, April 10
9:30 a.m. - 12:00 p.m.
New Employee Benefits Orientation
  • Presented by a UC Irvine Benefits Staff Member
  • This workshop will address:
    • Information regarding the health and welfare benefits available
    • Overview of the UC Retirement System
  • HR Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through the UC Learning Center
  • Download flyer
Thursday, April 17
11:30 a.m. - 1:00 p.m.
Retirement Readiness: Ready, Set, RETIRE
  • Presented by a UC Irvine Benefits Staff Member
  • Designed for UC employees who are eligible for retirement. You must be at least 50 years old and have a minimum of five years of UCRP service credit to be eligible for retirement.
  • This workshop will address:
    • UC Retirement Plan (UCRP) benefits and options
    • Health insurance benefits after retirement
    • Next steps and additional resources
  • HR Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through the UC Learning Center
Tuesday, April 22
9:30 a.m. - 12:00 p.m.
New Employee Benefits Orientation
  • Presented by a UC Irvine Benefits Staff Member
  • This workshop will address:
    • Information regarding the health and welfare benefits available
    • Overview of the UC Retirement System
  • HR Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through the UC Learning Center
  • Download flyer
Thursday, April 24
12:00 p.m. - 1:00 p.m.
HiCAP Long Term Care Workshop
  • Presented by a representative from HiCAP/Orange County Council on Aging
  • This workshop will address:
    • Various components of Long Term Care and
    • How Long Term Care fits into financial and retirement planning.
  • HR Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through the UC Learning Center


Find additional UC Benefits information in Campus Human Resources or UCI Medical Center Human Resources.

Need an expert?
- Campus and School of Medicine employees, contact the Benefits staff in Campus Human Resources, (949) 824-5210.

- UCI Medical Center employees, contact the Medical Center Human Resources staff, (714) 456-5736.

Notice: University policies, procedures and applicable collective bargaining agreements shall supersede information in this document or elsewhere on this site.


Author: Kwame White Last published: 2013-08-23