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.
- UC Retirement Plan and Retiree Health Benefits (Friday, January 12, 10:00 am – 12:30 pm)
- Preparing Financially for Retirement (Friday, January 19, 10:00 am – 12:30 pm)
- Work/Life Transitions (Friday, January 26, 10:00 am – 11:30 am)
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 questions about registration, curriculum or other general questions, please contact Ayesha Dixon, Director of the UCLA Emeriti/Retirees Relations Center, at firstname.lastname@example.org
#1: UC Retirement Plan and Retiree Health Benefits
Friday, January 12, 10:00am – 12:30pm
(Those who are unable to attend this session can view a webinar or review the UC retirement handbook)
UC retirees enjoy a robust pension plan and can choose from a variety of retiree health care plans. This session will help you to understand your retirement benefits and the steps you will need to take in order to retire from UC. A representative from the UC Retirement Administration Service Center (RASC) will review a variety of topics, including income options, survivor benefits, examples of retirement benefits calculations and an overview of retiree health care options and costs.
Speaker Scott Sylva: Scott is the Manager of Retirement Policy at UCOP and has worked in retirement programs for the University for the past 20 years. He works within the UC Retirement Administration Service Center (RASC) at the UC Office of the President in Oakland. The RASC counsels members of the University as they transition into retirement and provides long-term pension and retirement health benefits support. They handle all retirement related areas, such as 401(k), 403b and 457 plans as well as defined benefit and defined contributions plans.
#2: Preparing Financially for Retirement
Friday, January 19, 10:00am – 12:30pm
(Those who are unable to attend can visit myucretirement.com or call Fidelity at 866-682-7787)
You may be planning and saving for retirement, but how do you know that you will not outlive your assets? In this two-part workshop, you will learn more about preparing financially. In the first half of the workshop, you will learn about the greatest financial risks faced by retirees and will be introduced to an online income planning tool that will project income and expenses throughout your retirement. In the second half of the workshop, you will learn more about the role Social Security benefits play as part of a retirement income strategy, including eligibility, benefits calculations, and spousal benefits.
Speaker: Andrew Fung, a Fidelity director, retirement planner, has been with Fidelity since 2011, first at the Pasadena, California, Investor Center and then at UCLA. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Andrew holds a bachelor's degree in business administration from the University of California, Riverside.
#3: Work/Life Transitions
Friday, January 26, 10:00am – 11:30am
(Those who are unable to attend can download the “Steps to Retirement from UCLA” brochure)
While you may have put a lot of effort into preparing financially for retirement, how much thought have you given to preparing for the non-financial aspects of this new life phase? Not only are you leaving something, you are about to begin something new. Retirement is a major life transition that can bring unexpected changes to self-perception, relationships with family/friends and many other aspects of your life. During this interactive session, you will learn about strategies to make this next life chapter your best life chapter and you will hear from a panel of retirees who will share their personal retirement transition experiences.
Speaker: Ayesha Dixon, Director of the UCLA Emeriti/Retirees Relations Center (ERRC), since joining UCLA Ayesha has created opportunities for retiree inclusion and advocates for Age-Friendly campus initiatives. For over eleven years, she has done program development in advocacy and civic engagement in the field of aging.
Download your Retirement Booklets
The ERRC has paper copies in our office at 1116 Rolfe Hall.
- UCnet Retirement Planning Resources
- Health & Medical Plans
- Retiree Medical Plan Costs (2023)
- UCOP Monthly Webinars
- Fidelity Retirement Financial Planning Workshops
- ERRC Retirement Toolkit - A toolkit to help give you a peace of mind and information for a successful retirement
- 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
- ASUCLA Employees Human Resources:
- Rami Vail, Director, email@example.com
- Campus Staff Retirement Counselors:
- Medical Center Employees:
- Contact the Retirement Administration Service Center (RASC) at 1-800-888-8267
- UC Health Care Facilitators:
- Serving employees with last names A - K in ALL departments, Erika Castillo
- Serving employees with last names L - Zin ALL departments, Debra Wells
- Email: HCFHelp@chr.UCLA.edu
- UCLA Retirees Association (Active Staff are eligible for membership!)
- UCLA Emeriti Association (Retired Faculty who are members of the Academic Senate)
- Retiree Perks and Privileges (including a discount at UCLA Extension)
- Faculty Women's Club (FWC)
- New Dimensions (UC Systemwide Retirement newsletter)
- UCLA Health Volunteers
- UC Travel Group
- Purchase UC Service Credits
- Survivor Benefits
- Cost of Living Increase
- UC Contribution - Under Eligibility Guidelines
- Returning to UC after Retirement (Recall)
- Lump Sum Cashout
- Out of State (Via Benefits)