Annual Financial Fair for Personal Finance
Thursday, March 19, 2020
9 am -1 pm, Sutardja Dai Hall
The Financial Fair for Personal Finance is an opportunity for UC Berkeley faculty, staff, and retirees to attend workshops, learn about campus resources, and visit with campus financial vendors.
Sponsored by Work/Life Program (UHS), Human Resources, The Retirement Center, and CITRIS. For more information, please contact Karen Patchell at (510) 642-8659.
Make The Most Of The UC Retirement Savings Program
Determine how much savings you will need to retire the way you want, understand how much you can save through the UC Retirement Savings Program, discover additional ways to save, and learn strategies to help you protect and grow your savings.
UC Retirement Plan (UCRP) – The Pension Plan
The session addresses the many areas one needs to consider for a successful and satisfying retirement and the benefits available through the UC Retirement Plan (UCRP). Content includes information about monthly retirement income and how it is calculated, cost of living adjustments, and lump sum cash out. The Retirement Savings Program and retiree health and welfare benefits will be discussed. Other UCRP benefits such as disability income, survivor income, basic death benefit and service credit buybacks will also be covered. This workshop is designed to help you increase your knowledge of utilizing available retirement resources.
Who should attend: Active career employees.
12:15 - 1:00pm
Fundamentals of Retirement Income Planning
Introduction to key concepts, considerations, and resources for determining when you are ready to retire.
A+ California Casualty
Bank of the West
Be Well at Work Faculty and Staff Health Programs
Lincoln Financial Group
Retirement Administration Service Center (RASC)
Social Security Administration
UC Berkeley Human Resources/Benefits
UC Berkeley Retirement Center
UC Berkeley Staff Basic Needs Committee
Get to know your UC Retirement Benefits which are designed to help you plan, save and invest for retirement.