[UCRDBR] Pre-Retirement Planning Virtual Workshop Series

[Departmental Benefits Representatives]

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January 10, 2025

To:
Department Benefit Representatives
From:
Central HR Benefits Office
Re:
Pre-Retirement Planning Virtual Workshop Series

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


[cid:image003.jpg at 01DB636A.ADB1DE80]It is important to take an active role in planning for a secure retirement. UC offers education and counseling to support you along the way-all available at no cost to you. The UCR Human Resources Benefits Office is sponsoring a Pre-Retirement Planning Webinar Series<https://documents.ucr.edu/HR-Benefits/2025%20Pre-Retirement%20Webinars/benefits-PreRetirement-Planning-Webinar-Series.pdf> open to all UCR faculty and staff to provide information about resources and steps you will need to take in order to plan for your retirement from UC.
Medicare Webinar
Wednesday, January 29, 2025 | 9:00 a.m. - 10:30 a.m.
The virtual Medicare session is co-sponsored and presented by a Kaiser Permanente Medicare Consultant; information will be applicable to all faculty, staff and retirees, regardless of retiree health insurance plan-all are welcome to attend.
To Attend, please View the Medicare Webinar Series flyer.<https://documents.ucr.edu/HR-Benefits/2025%20Pre-Retirement%20Webinars/benefits-Medicare-Webinar-UCR.pdf?_gl=1*1la6m4q*_ga*NzY0NTYwMzgxLjE3MzIxMjI3MDU.*_ga_Z1RGSBHBF7*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE0NjEuMC4wLjA.*_ga_S8BZQKWST2*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE0NjEuMC4wLjA.>

Making the Most of Social Security
Wednesday, January 29, 2025 | 12:00 p.m. - 1:00 p.m.
The virtual Making the Most of Social Security Webinar will teach you how Social Security works and things to consider when deciding when and how to claim social security at retirement.
To Register please View the Making the Most of Social Security program flyer.<https://documents.ucr.edu/HR-Benefits/2025%20Pre-Retirement%20Webinars/benefits-Making-the-most-of-social-security.pdf?_gl=1*1dwoj73*_ga*NzY0NTYwMzgxLjE3MzIxMjI3MDU.*_ga_Z1RGSBHBF7*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE0ODkuMC4wLjA.*_ga_S8BZQKWST2*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE0ODkuMC4wLjA.>

Pathway to Retirement
Wednesday, February 5, 2025 | 9:00 a.m. - 12:00 p.m.
The Retirement Service Administration Center (RASC) is offering the Pathway to Retirement Planning Webinar to help employees from UC Riverside plan for financial security and enjoy all that retirement brings. Whether it's months or years away, your pathway to retirement starts here.
To Register, please View the Pathway to Retirement program flyer.<https://documents.ucr.edu/HR-Benefits/2025%20Pre-Retirement%20Webinars/benefits-pathway-to-retirement.pdf?_gl=1*f0r4xn*_ga*NzY0NTYwMzgxLjE3MzIxMjI3MDU.*_ga_S8BZQKWST2*MTczNjI3OTQ5MC40OS4xLjE3MzYyODI5NDguMC4wLjA.*_ga_Z1RGSBHBF7*MTczNjI3OTQ5MC40OS4xLjE3MzYyODI5NDguMC4wLjA.>

Fundamentals of Retirement Income Planning
Thursday, February 6, 2025 | 11:00 a.m. - 12:00 p.m.
The Fundamentals of Retirement Income Planning Webinar will show you how to best plan for the retirement you envision by building a retirement income plan. This virtual Webinar will review key concepts, considerations and resources for determining when you are ready to retire.
To Register, please View the Fundamentals of Retirement Income program flyer<https://documents.ucr.edu/HR-Benefits/2025%20Pre-Retirement%20Webinars/benefits-Fundamentals-of-Retirement-Income.pdf?_gl=1*a1fmqs*_ga*NzY0NTYwMzgxLjE3MzIxMjI3MDU.*_ga_Z1RGSBHBF7*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE1MTUuMC4wLjA.*_ga_S8BZQKWST2*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE1MTUuMC4wLjA.>

New! ROTH Webinar
Wednesday | February 12, 2025 |11:00 a.m. - 12:00 p.m.
The University of California has enhanced the UC Retirement Savings Program with a new ROTH contribution option for the UC 403(b) and UC 457(b) Plans, giving you more flexibility to save and plan for your future through regular pretax contributions, new ROTH contributions, or both.

To Register, please View the ROTH program flyer.<https://documents.ucr.edu/HR-Benefits/2025%20Pre-Retirement%20Webinars/benefits-Roth-IRA-Webinar.pdf?_gl=1*9ugfo7*_ga*NzY0NTYwMzgxLjE3MzIxMjI3MDU.*_ga_Z1RGSBHBF7*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE1NzUuMC4wLjA.*_ga_S8BZQKWST2*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE1NzUuMC4wLjA.>

Internal Retirement Process Webinar
Thursday, February 13, 2025 | 11:00 a.m. - 12:00 p.m.
The UCR Central Benefits Office will be providing a overview of the pre-retirement planning process including the review of a checklist of items required to be prepared to retire.
To Attend, please View the Internal Retirement Process Webinar flyer.<https://documents.ucr.edu/HR-Benefits/2025%20Pre-Retirement%20Webinars/benefits-Internal-Retirement-Process.pdf?_gl=1*3ipjaa*_ga*NzY0NTYwMzgxLjE3MzIxMjI3MDU.*_ga_S8BZQKWST2*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE3MTcuMC4wLjA.*_ga_Z1RGSBHBF7*MTczNjI3OTQ5MC40OS4xLjE3MzYyODE3MTcuMC4wLjA.>








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