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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:
UC Retirement Administration holds weekly Q&A sessions for people in retirement process and enrolling in Medicare: Weekly Q&A | In-Depth Presentation
RETIREMENT COUNSELING RESOURCES:
- Book appointment with a UC Retirement Administration Service Center (RASC) counselor
- Book appointment with a Fidelity Retirement Services counselor
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 Death of UC Retiree | UC Retirement Administration Service Center (RASC)Phone: 1-800-888-8267, 7 am – 4:30 pm Monday through Friday |
| Employee requests/inquiries for: UCRP Disability counseling UCRP payroll deduction questions Counseling for survivors of deceased employees | Tess Waldo, 831-459-3993, tlwaldo@ucsc.edu |
| Retirement and Savings Program inquiries: Counseling for Pension Choice / Savings Choice Options Retirement Savings Program counseling e.g. 403(b), 457(b), DC Plan, Safe Harbor Plan Account Balances & Enrollment | Fidelity Retirement Services, 1-866-682-7787 |