The Path Forward: Planning for Retirement and Active Engagement as Emeriti

2025 Registration is Open

Exclusively for UCLA faculty, this two-workshop series examines opportunities for continued involvement after retirement in your department, the Academic Senate and the UCLA campus and delves into the nuts and bolts of the retirement process.

Session I: Navigating the Path toward Retirement

Friday, February 21, 9:30am – 11:45am (Registration Link)

This workshop begins with an overview of ensuring that your emerita/us years will be both secure and professionally satisfying. Topics include understanding your rights and privileges as an emeritus/a professor, negotiating a Pathways to Retirement agreement that sets out your plans for up to two years prior to retirement and three years following, and coordinating your departmental agreement with UC retirement benefits and other retirement resources. Then a representative from UC/Fidelity Services will discuss financial planning and management in your retirement years. The formal program will conclude at approximately 11:45am, at which time Q + A will be available.

Professor Emeritus David Lopez is UCLA’s Faculty Retirement Liaison. Please consult his website prior to the workshop.

Session II: The UC Retirement Process & Benefits in Retirement

Friday, February 28, 9:30am – 12:30pm (Registration Link)

Representatives from the Campus Human Resources Office will discuss planning for retirement and navigating the UC Retirement System. Topics will include the UC Retirement Plan (UCRP) benefit payment options; survivor benefits; continuation of health and welfare benefits into retirement; and timelines for completing the retirement process. Registrants will be provided with their unique UCRP Retirement Profiles, based on their own records of UCRS service credit.

Download your Retirement Booklets

The ERRC has paper copies in our office at 1116 Rolfe Hall.

Tools

UCnet Retirement Planning Resources
Pathways - Planning Memos & Form
Retiree Medical Plan Costs
Monthly Webinars
Retirement Initiation Packet
Online Retirement Benefit Estimator (UCRAYS): If you have not already done so, you can use the online estimator to estimate your retirement income. Remember, these are estimates only. To create your personal account on UC Retirement At Your Service (UCRAYS), go to UCRAYS and select “Register.” After you verify your identity , choose “Retirement Estimates” . You can then select “Create Retirement Estimates” to model different retirement scenarios. You may also estimate your retiree health insurance coverage.
- UCRAYS is also where you will see your Retirement Tier, and Service Credit Summary

Important Contacts

Campus Staff Retirement Counselors:
1. Serving employees with last names A - K in ALL departments, Camille Carr, ccarr@chr.ucla.edu
2. Serving employees with last names L - Z in ALL departments, Robert Larriva, rlarriva@chr.ucla.edu
UC Healthcare Facilitators: HCFHelp@chr.UCLA.edu
1. Serving employees and retirees with last names A - K in ALL departments, Erika Castillo
2. Serving employees and retirees with last names L - Z in ALL departments, Debra Wells
Fidelity: Andrew L. Fung, CRPC, Andrew.Fung@fidelity.com

Campus Partnerships

UCLA Emeriti Association
Council of University of California Emeriti Associations (CUCEA) – A consortium of the Emeriti Associations
UC Emeriti Contributions “11th Campus"
UCLA Retirees Association
Emeriti Perks & Privileges

Helpful Links

Additional Resources

UC Retirement At Your Service (UCRAYS)
- For speedy assistance with UCRAYS account unlock and password reset, call 800-888-8267 and select option 1.
- What is UCRAYS and How To Guide
Additional Fidelity Retirement Workshops
Recommended Books