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CHECKLIST: Human Resources Benefits Education Program - 2009

Visited Pages :: Applications Tab > CHECKLIST: Human Resource... > Open Enrollment 2010 - Fr... > CHECKLIST: Recharge Rates...

Summary: Benefits information sessions are facilitated by Campus Human Resources Benefits staff. 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. PST.

TopicDetail
Thursday, October 8th, 2009

12:00 p.m. to 1:00 p.m.
Enrolling in your UC Retirement Savings Program
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • How much you may need in retirement
    • Tax benefits of using your Retirement Savings Program
    • Investment Options
    • How to enroll
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through TED; access course catalog and select course name
Thursday, October 8th, 2009

1:15 p.m. to 2:15 p.m.
Determining Your Investment Strategy
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Understanding the benefits of proper asset allocation
    • Recognizing the characteristics of the three asset classes
    • Identify your appropriate target asset mix based on your personal situation
    • Know how and when you may need to adjust your mix going forward
    • Review your program's investment options
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through TED; access course catalog and select course name
Thursday, October 22nd, 2009

12:00 p.m. - 1:00 p.m.
Achieving a Sound Retirement
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Retirement Expenses
    • How much insurance coverage you will need
    • Your Medicare BenefitsSocial Security benefits
    • How to distribute your workplace savings and pensions
    • Retirement income planning, wills, trust, power of attorney
    • How much emergency funds you will need in retirement
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name
Thursday, October 22nd, 2009

1:15 p.m. - 2:15 p.m.
Taking Charge of Your Financial Fitness
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Understanding the importance of saving and how to evaluate debt
    • Strategies to take charge of your finances
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name
Thursday, November 5th, 2009

12:00 p.m. to 1:00 p.m.
Determining Your Investment Strategy
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Understanding the benefits of proper asset allocation
    • Recognizing the characteristics of the three asset classes
    • Identify your appropriate target asset mix based on your personal situation
    • Know how and when you may need to adjust your mix going forward
    • Review your program's investment options
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through TED; access course catalog and select course name
Thursday, November 5th, 2009

1:15 p.m. - 2:15 p.m.
Taking Charge of Your Financial Fitness
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Understanding the importance of saving and how to evaluate debt
    • Strategies to take charge of your finances
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name
Thursday, November 19th, 2009

12:00 p.m. - 1:00 p.m.
Achieving a Sound Retirement
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Retirement Expenses
    • How much insurance coverage you will need
    • Your Medicare BenefitsSocial Security benefits
    • How to distribute your workplace savings and pensions
    • Retirement income planning, wills, trust, power of attorney
    • How much emergency funds you will need in retirement
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name
Thursday, November 19th, 2009

1:15 p.m. - 2:15 p.m.
Quarterly Market Perspective
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Stock Market Recap
    • Conditions Needed for Market Recovery
    • Diversification and Asset Allocation
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name
Thursday, December 3rd, 2009

12:00 p.m. to 1:00 p.m.
Enrolling in your UC Retirement Savings Program
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • How much you may need in retirement
    • Tax benefits of using your Retirement Savings Program
    • Investment Options
    • How to enroll
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through TED; access course catalog and select course name
Thursday, December 3rd, 2009

1:15 p.m. - 2:15 p.m.
Quarterly Market Perspective
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Stock Market Recap
    • Conditions Needed for Market Recovery
    • Diversification and Asset Allocation
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name
Thursday, December 17th, 2009

12:00 p.m. - 1:00 p.m.
Taking Charge of Your Financial Fitness
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Understanding the importance of saving and how to evaluate debt
    • Strategies to take charge of your finances
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name
Thursday, December 17th, 2009

1:15 p.m. - 2:15 p.m.
Quarterly Market Perspective
  • Presented by Fidelity Retirement Services
  • This Workshop will address:
    • Stock Market Recap
    • Conditions Needed for Market Recovery
    • Diversification and Asset Allocation
  • Human Resources Training Room, 111 Theory, Suite 200; space is limited
  • Enroll through Training and Employee Development (TED); access course catalog and select course name


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: William Egan Ryan  Last published: 10/05/2009

Visited Pages :: Applications Tab > CHECKLIST: Human Resource... > Open Enrollment 2010 - Fr... > CHECKLIST: Recharge Rates...