The University of California is the administrator of the Retirement Savings Program, and Fidelity Retirement Services provides the record-keeping and account services for the UC Defined Contribution Plan (DCP), 403(b) tax-deferred plan, and 457(b) deferred compensation plan. For more information, contact Fidelity directly at (866) 682-7787.
To ask questions about accounts remaining within the University of California Retirement Savings Program or review financial planning for your individual and specific situation, you may meet with Director, Retirement Planner, Andrew Fung, CRPC®. As a Fidelity Director/Retirement Planner, Andrew has more than five years with the company. He was previously a Financial Consultant at the Fidelity Pasadena Investor Center. Registered and licensed in California, Andrew holds a bachelor’s degree in Business Administration from the University of California, Riverside.
Andrew will be able to access your account and run various financial planning tools. These sessions are confidential and are conducted in a one-on-one private-setting format at the Emeriti/Retirees Relations Center.
Our one-on-one sessions for September 2017 will be held on the following dates:
Thursday, September 7
Tuesday, September 12
Monday, September 18
Friday, September 29
To sign up for an appointment, please visit http://getguidance.fidelity.com and select, “UC Los Angeles - North Campus - Rolfe Hall” as the Preferred Event Location. You can also sign up by calling 866-682-7787.
For information pertaining to Minimum Required Distributions (MRDs), please refer to this page.
Additional retirement savings account education (including webinars) can be obtained here.
For directions on where to park and driving directions to the Emeriti/Retirees Relations Center, please refer to this document.