The University of California is the administrator of the Retirement Savings Program, and Fidelity Retirement Services provides the record-keeping and account services for the UC Defined Contribution Plan (DCP), 403(b) tax-deferred plan, and 457(b) deferred compensation plan. For more information, contact Fidelity directly at (866) 682-7787.
To ask questions about accounts remaining within the University of California Retirement Savings Program or review financial planning for your individual and specific situation, you may meet with Director, Retirement Planner, Andrew Fung, CRPC®. As a Fidelity Director/Retirement Planner, Andrew has more than nine years with the company. He was previously a Financial Consultant at the Fidelity Pasadena Investor Center. Registered and licensed in California, Andrew holds a bachelor’s degree in Business Administration from the University of California, Riverside.
Andrew will be able to access your account and run various financial planning tools. These sessions are confidential and are conducted in a one-on-one private-setting format at the Emeriti/Retirees Relations Center.
Andrew Fung can schedule time with you for a phone or virtual one-on-one consultation.
To sign up for an appointment, please contact Andrew Fung directly at: andrew.fung@fidelity.com
For information pertaining to Minimum Required Distributions (MRDs), please refer to this page.
Additional retirement savings account education (including webinars) can be obtained here.