Preparing for Retirement

In this webinar, retirement counselors at UC’s Retirement Administration Service Center will explain your UCRP pension benefits and eligibility rules for retiree health coverage, describe the steps you need to take when you’re ready to retire and answer your questions. For those considering retirement from UC within the next five years. In general, this webinar occurs on the 4^th Thursday of every month.

Webinar Registration

Schedule of upcoming webinars (subject to change as needed)

Date	Time
Thursday, Mar. 25, 2021	10:00 a.m. – 12:30 p.m.
Thursday, Apr. 22, 2021	10:00 a.m. – 12:30 p.m.
Thursday, May 27, 2021	10:00 a.m. – 12:30 p.m.
Thursday, June 24, 2021	10:00 a.m. – 12:30 p.m.
Thursday, July 22, 2021	10:00 a.m. – 12:30 p.m.
Thursday, Aug. 26, 2021	10:00 a.m. – 12:30 p.m.
Thursday, Sept. 23, 2021	10:00 a.m. – 12:30 p.m.
Thursday, Oct. 28, 2021	10:00 a.m. – 12:30 p.m.
Thursday, Nov. 18, 2021	10:00 a.m. – 12:30 p.m.
Thursday, Dec. 16, 2021	10:00 a.m. – 12:30 p.m.

For more information visit “Ready to Retire” on myUCretirement.com.

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The Retirement Process – Step by Step Webinar – Translated to Spanish

ESTA PRESENTACIÓN SERÁ TRADUCIDA AL ESPAÑOL.

This webinar will explain the retirement process, required forms, important deadlines and helpful resources. Presented in English by UC’s Retirement Administration Service Center’s Retirement counselor, accompanied by a Spanish translation.

For those considering retirement from UC in the near future.

Date:    Wednesday, March 17, 2021
Time:    10:00 a.m. – 11:00 a.m.

Click here to sign up for Webinar

This is a condensed edition of the full The Retirement Process – Step by Step webinar.
For more information and additional webinars visit “When You’re Ready to Retire” on UCnet.

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Preparing for Retirement Webinar

https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/preparing-for-retirement-presentation/webinar.html

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What to do if You're Preparing for Retirement

What to do if you're preparing for retirement

Qué Hacer Si Se Está Preparando Para Jubilarse 

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Retirement Initiation Packet

https://ucnet.universityofcalifornia.edu/forms/pdf/request-for-retirement-initiation-packet.pdf

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Getting Help With UC Retirement At Your Service

https://ucnet.universityofcalifornia.edu/retirees/ucrays-how-to-guide.html

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UC Retirement At Your Service (UCRAYS)

https://retirementatyourservice.ucop.edu/UCRAYS/Account/LoginE?ReturnUrl=%2fUCRAYS

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Guide to Initiating and Processing Your Retirement Online

https://files.constantcontact.com/0c822253501/ab96566e-ec7a-4e77-8b4a-a5a571e917c1.pdf

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Path Forward to Retirement for Staff 2021

The path to retirement, while exciting and full of promise, can sometimes be unexpectedly bumpy. In partnership with UCLA’s Campus Human Resources (CHR), the UCLA Emeriti/Retirees Relations Center (ERRC) is pleased to offer a new three-part workshop series to help UCLA staff navigate the road to this next life chapter. These workshops are designed for staff who are within five years of retirement. All three sessions will be held in Zoom Meeting Format:

1. UC Retirement Plan and Retiree Health Benefits (Friday, January 15, 10 a.m. – 12:30 p.m.)
2. Preparing Financially for Retirement (Friday, January 22, 10 a.m. – 12:30 p.m.)
3. Work/Life Transitions (Friday, January 29, 2 – 3 p.m.)

Click here for complete session descriptions, speaker profiles and the link to registration (PDF). You are encouraged to register for all three classes; however, if you have already taken CHR’s “Planning Your UC Retirement” workshop, you do not need to register for session 1.

For those who are unable to attend the workshops, UC and Fidelity provide webinars and printed resources on retirement topics:

1. UC Retirement Plan and Retiree Health Care: The UC Retirement Administration Service Center (RASC) has produced a Preparing to Retire webinar. This webinar is the same presentation that will be given during session 1 of the Path Forward to Retirement workshop series. In addition, detailed information is available in the UC Retirement Handbook (PDF) and on the UCNet Retirement web page.

1. Financial Planning for Retirement and Social Security: Fidelity offers several resources on these topics, including webinars, online resources, classes on the UCLA campus and one-on-one appointments. For more information, visit the My UC Retirement website or call Fidelity at 866-682-7787.

1. Work/Life Transitions: this workshop does not really lend itself to a webinar because much of it is interactive. The UCLA Emeriti/Retirees Relations Center (ERRC) publishes a Steps to Retirement brochure (PDF) that outlines the steps one can take within five years of retirement to help ensure a smooth transition.

For questions about registration, curriculum or other general questions, please contact Ayesha Dixon, Director of the UCLA Emeriti/Retirees Relations Center, at [email protected]

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Please contact the Benefits team at [email protected] with questions