2018 Personalized Retirement Review

March 19, 2018

Make sure you have the financial security to enjoy your retirement.

The 2018 Retirement Review is now available for career employees on www.myUCretirement.com.

2018 Retirement Review

The Retirement Review is a personalized statement featuring your retirement readiness score, the percent of your current salary that you are on track to receive from UC retirement system sources:  UCRP and the Retirement Savings Program.  Also available is a modeling tool that allows you to explore different retirement scenarios like increasing retirement savings and adding outside sources of income. 

An email/postcard announcement is going out to employees on March 13.  A related article will be posted to UCnet on the same day.  Any inquiries regarding the Retirement Review should be directed to Fidelity at 800-558-9182.

Groups not included in direct announcement mailings

  1. Readiness scores could not be generated for multi-tier and modified tier 2013-A UCRP members, as well as certain members with community property liens and pending QDROs.  However, they can access their Retirement Review on myUCretirement.com and generate readiness scores by manually entering certain information into the modeling tool.   
  2. Retirement Reviews are not available for Retirement Choice Program and Safe Harbor employees.

Attachments

Retirement Review email and postcard.  Postcards will be mailed to people without UC email addresses in the Fidelity system.