[UCRDBR] Upcoming Sessions in the Pre-Retirement Planning Virtual Workshop Series

[Departmental Benefits Representatives]

[cid:image001.png at 01DCA576.AA8D6770]

February 24, 2026

To:
Department Benefit Representatives
From:
Central HR Benefits Office
Re:
Upcoming Sessions in the 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 01DCA576.AA8D6770]
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://hr.ucr.edu/pre-retirement-planning-workshop-series>  open to all UCR faculty and staff to provide information about resources and steps you will need to take to plan for your retirement from UC.

Ways to Save with Roth Webinar
Wednesday | February 25, 2026 |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/%202026%20Pre-Retirement%20Webinars/benefits-Roth-IRA-Webinar.pdf>.

Estate Planning Webinar presented by Fidelity Investments and the UCR Office of Gift Planning
Thursday | February 26, 2026 | 1:00 p.m. - 2:30 p.m.
Fidelity Investments
Workplace Financial Consultant Adrian Rodriguez and Vice President in Advanced Planning and Former Estate and Tax Planning Attorney Fred Chang will cover the essential concepts, current tax law highlights for 2026, and updates related to the SECURE Acts. Participants will learn about key estate planning documents, how assets are transferred, the importance of beneficiary designations and trust funding, and when to update an existing plan, along with tips for discussing plans with loved ones.

UCR Office of Gift Planning
Senior Director of Gift Planning Matt Durkan will share how estate planning can reflect your values and create lasting impact at UC Riverside. This presentation highlights how legacy planning supports students, research, and the university's public mission-connecting what matters most to you with UCR's future. You'll also learn why many UCR community members choose UC Riverside as a trusted partner for their legacy.

Join Zoom Meeting
https://ucr.zoom.us/j/95637788058
Meeting ID: 956 3778 8058

Monthly Medicare Webinar with Kaiser Permanente
Tuesday, March 3, 2026 | 10:00 a.m. - 11:00 a.m.
The virtual Medicare session sponsored and presented by a seasoned 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.
You will learn:

  *   How Medicare works: Parts A, B, C, and D
  *   When you are eligible for Medicare
  *   How to enroll in Medicare
  *   How the Kaiser Permanente Medicare Advantage plan works with UC health coverage
 A question-and-answer session will be held at the conclusion.

Please use this link to Register to attend the Monthly Medicare Informational Webinars<https://event.on24.com/eventRegistration/EventLobbyServlet?target=reg20.jsp&referrer=&eventid=3052842&sessionid=1&key=CB38857B7B7ABC61CDCDBF02B3AAB61D&regTag=2163890&V2=false&sourcepage=register.>. View the Medicare Webinar Series flyer for more pre-retirement planning options.

Internal Retirement Process Webinar
Wednesday, March 4, 2026 | 9:00 a.m. - 10:00 a.m.
The UCR Central Benefits Office will be providing an 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/%202026%20Pre-Retirement%20Webinars/benefits-Internal-Retirement-Process.pdf>.








-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20260224/cea8be2f/attachment.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 12958 bytes
Desc: image001.png
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20260224/cea8be2f/attachment.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.jpg
Type: image/jpeg
Size: 117037 bytes
Desc: image002.jpg
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20260224/cea8be2f/attachment.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.jpg
Type: image/jpeg
Size: 16982 bytes
Desc: image003.jpg
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20260224/cea8be2f/attachment-0001.jpg>