Retirement Services

Effective February 2013, UCSC transferred responsibility for retirement counseling to UC’s Retirement Administration Service Center (RASC).  The following Frequently Asked Questions page and Retirement and Separation Factsheet were developed to assist all UCSC employees obtain retirement counseling services effective that date:

Frequently Asked Questions  -  Retirement and Separation Factsheet

Service Requested ...

Please Contact ...

Employee requests/inquiries including:

  • General questions regarding the UC Retirement Plan (UCRP), such as inquiries regarding vesting, service credit and highest average plan compensation (HAPC)
  • Retirement service credit buybacks
  • Retirement estimates
  • Personal retirement profiles and retirement elections
  • Eligibility for retiree health insurance
  • Qualified domestic relations orders
  • Capital accumulation provision (CAP) inquiries
  • Refunds of UCRP contributions

UC Retirement Administration Service Center (RASC)

Phone:  1-800-888-8267,
8:30 am – 4:30 pm Monday through Friday

Employee requests/inquiries for:

  • UCRP Disability counseling
  • UCRP payroll deduction questions

Tess Waldo, 831-459-3993,

Central Office and Campus Administrator inquiries including:

  • Retirement policy
  • Retirement plan eligibility
  • Counseling on Rehired Retiree Election Forms
  • Counseling for survivors of deceased employees

Marianne McIvor, 831-459-3573,

Retirement and Savings Program inquiries:

  • 403(b), 457(b), DC Plan, Safe Harbor Plan
  • Account Balances & Enrollment

Fidelity Retirement Services, 1-866-682-7787

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