The Path Forward: Planning for Retirement and Active Engagement as Emeriti

Exclusively for UCLA faculty, this two-workshop series examines opportunities for continued involvement after retirement in your department, the Senate and the campus and delves into the nuts and bolts of the retirement process. 

Winter 2019: Fridays; March 1 & 8 in the UCLA Faculty Center; Sequoia Room

Click here to register.

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Session I: Navigating the Path toward Retirement

Friday, March 1, 9:30 – 12:30

This workshop begins with an overview of ensuring that your emerita/us years will be both secure and professionally satisfying. Topics include understanding your rights and privileges as an emeritus/a professor, negotiating a Pathways to Retirement agreement that sets out your plans for up to two years prior to retirement and three years following, and coordinating your departmental agreement with UC retirement benefits and other retirement resources. Then a representative from UC/Fidelity Services will discuss financial planning and management in your retirement years.  The formal program will conclude at approximately 11:30, at which time lunch will be provided. During lunch each table of attendees will be joined by one or more emeriti, who will share their impressions of life as emeriti academics.

 

Professor Emeritus David Lopez is UCLA’s Faculty Retirement Liaison. Please consult his website prior to the workshop.


 

Session II:  The UC Retirement Process & Benefits in Retirement

Friday, March 8, 9:30 – 12:30

Representatives from the Campus Human Resources Office will discuss planning for retirement and navigating the UC Retirement System.  Topics will include the UC Retirement Plan (UCRP) benefit payment options; survivor benefits; continuation of health and welfare benefits into retirement; and timelines for completing the retirement process.  Registrants will be provided with their unique UCRP Retirement Profiles, based on their own records of UCRS service credit.