Alert: Be careful about financial adviser solicitations

March 02, 2020

Unit Managers: Please post a paper copy of this message for anyone who does not have regular computer access.

We want to make you aware of unauthorized solicitations being sent to UC employees at several campuses [including ours]. These emails are intentionally misleading and suggest that UC is endorsing their services – we are NOT.

UC contracts exclusively with Fidelity Investments for all financial education and guidance services. This dedicated team is well-versed in UC retirement benefits and can meet with faculty and staff onsite.

For more information regarding these unauthorized solicitations, please visit our Financial Safety Alert and Information page.

Anyone interested in having a one-on-one consultation with a UC-dedicated retirement planner can make an appointment at https://getguidance.fidelity.com/universityofcalifornia or call 1-800-558-9182.