[UCRDBR] Beware of Non-UC, Non-Authorized "Annual Pension Review" Emails

[Departmental Benefits Representatives]

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October 3, 2024

To:
Department Benefits Representatives
From:
Central HR Benefits Office
Re:
Beware of Non-UC, Non-Authorized Annual Pension Review Emails

_________________________________________________________________________________________

DBRs: Please share this very important information via your internal department listserv.  Do not reply to this email.  Please send a separate email with questions to benefits at ucr.edu<mailto:benefits at ucr.edu>

We have received several inquiries regarding emails like the one shown below sent to faculty and staff requesting to meet
for the Annual Pension Review. This is NOT a legitimate email, and the sender does not represent the University of California. Non-affiliation is reflected in the phrase shown at the end of the message.

The only contracted financial advisor for the UC Retirement Plan is Fidelity Investments.  Please do not discuss
or divulge your personal or financial information with this organization:

If you receive an email regarding a pension review, look at the end of the email for the phrase below that notes they are
not affiliated with UC nor Fidelity Investments and unsubscribe from their listserv.

All licensed representatives are not employees of the school, state or the UCRP pension programs.

If you wish to review your UC Retirement Plan benefits or your UC Voluntary Retirement Savings Plan benefits (403(b),
457(b) or DCP) you may contact the UC Riverside dedicated Fidelity Investments advisors, Brandon Moore (brandon.moore at fmr.com<mailto:brandon.moore at fmr.com>) or Adrian Rodriguez (adrian.rodriguez at fmr.com<mailto:adrian.rodriguez at fmr.com>) directly.  You may also request a
1:1 Zoom meeting appointment using this link https://digital.fidelity.com/prgw/digital/wos/Appointments.


UC Riverside Annual Pension Review

Hello ,
It's that time of the year again to schedule a one-on-one consultation regarding your specific state, federal, and individual retirement benefit questions.

At the meeting you'll learn what you can expect from UCRP when you retire, and how much longer you will need to work to maximize those benefits. You'll also receive advice on the best ways to utilize your 403(b) and 457(b) options with your UCRP and/or Social Security benefits, as well as get answers to general retirement questions.

Appointments are held over phone or by virtual meeting. To secure your spot, use the link below, or visit: myretirementmeetings.com<http://myretirementmeetings.com/>
Create Appointment<https://click.pstmrk.it/3s/myretirementmeetings.com%3Fcnt%3D2708482%26c2c%3D24399493/k26n/hzm4AQ/AQ/06ffd1c4-6cf0-4a1b-9965-b2a487b3118c/1/kxAs9C9DCZ>

All licensed representatives are not employees of the school, state or the UCRP pension programs.

My Retirement Meetings | 1887 Whitney Mesa Dr #1512 | Henderson, NV 89014

Unsubscribe<https://click.pstmrk.it/3s/myretirementmeetings.com%2Funsubscribe.php%3Fcnt%3D2708482%26c2c%3D24399493/k26n/hzm4AQ/AQ/06ffd1c4-6cf0-4a1b-9965-b2a487b3118c/2/4oSKjvuCcP> | Privacy Policy<https://click.pstmrk.it/3s/myretirementmeetings.com%2Fprivacypolicy.php/k26n/hzm4AQ/AQ/06ffd1c4-6cf0-4a1b-9965-b2a487b3118c/3/1PgLK05mEA>

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