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 19, 2027
9:30 a.m. - 11:30 a.m.
This workshop provides an overview of planning for secure and professionally satisfying emerita/us years. Topics include emeriti rights and privileges; negotiating a Pathways to Retirement agreement covering up to two years before retirement and three years after; and coordinating departmental plans with the separate UC retirement process. The session also addresses recall appointments and their implications for retiree health coverage. A representative from UC/Fidelity Services will discuss financial planning and management in retirement, followed by time for questions.
Session 1 Meeting RegistrationProfessor Emerita Rosina Becerra is UCLA Faculty Retirement Liaison. Please consult her website prior to the workshop.
Session II: The UC Retirement Process & Benefits in Retirement
Friday, February 26, 2027
9:30 a.m. - 11:30 a.m.
Campus Human Resources representatives will discuss the UC retirement process and benefits available in retirement. Topics include UC Retirement Plan (UCRP) payment options and survivor benefits; key retirement timelines; continuation of health and welfare benefits; retiree health eligibility and premiums; and Medicare enrollment and coordination with UC-sponsored medical plans.
Session 2 Meeting RegistrationDownload your Retirement Booklets
The ERRC has paper copies in our office at 3334 Murphy 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:
- Serving employees with last names A - K in ALL departments, Camille Carr, ccarr@chr.ucla.edu
- Serving employees with last names L - Z in ALL departments, Robert Larriva, rlarriva@chr.ucla.edu
- UC Healthcare Facilitators: HCFHelp@chr.UCLA.edu
- Serving employees and retirees with last names A - K in ALL departments, Erika Castillo
- 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
- 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)
- Qualified Domestic Relations Order (QDRO)
- Group Insurance Eligibility Fact Sheet for Retirees
- Medicare Fact Sheet
- Social Security
- Centers for Medicare & Medicaid Services (CMS)
- Health Insurance Counseling & Advocacy Program (HICAP) for free Medicare counseling
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