[UCRDBR] UC Retirement Plan Retirement Benefits Review Availability

[Departmental Benefits Representatives]

[A blue text on a black background  AI-generated content may be incorrect.]

May 11, 2026

To:
Department Benefits Representatives (DBRs)
From:
Central HR Benefits Office on behalf of UC Office of the President
Re:
UC Retirement Plan Retirement Benefits Review Availability



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


The 2026 Retirement Review<https://myucretirement.com/auth/sso?target=retirement-review> is now available on myUCretirement.com for UC career employees who are enrolled in the University of California Retirement Plan (UCRP) or who selected the Savings Choice option.

What is the 2026 Retirement Review?

The Retirement Review provides a snapshot of the retirement income UC employees are projected to receive from all UC retirement benefits. It includes:

1.    An estimate of potential monthly retirement income

2.    The percentage of the current income the member is on track to replace in retirement—the Retirement Readiness Score

The Retirement Review takes the following into account, when applicable:

·         UCRP (pension) and the Defined Contribution (DC) Supplement for employees hired before July 1, 2016

·         Pension Choice and the DC Supplement or Savings Choice benefits for employees hired on or after July 1, 2016

·         Account balances and voluntary contribution rates in the UC 403(b), 457(b), and/or DC Plan

·         Capital Accumulation Payment (CAP) balances

Employees also have access to an interactive modeling tool that allows members to explore various retirement scenarios, such as increasing their contributions or factoring in outside income sources.

Please note: Retirement Reviews have not been generated for:

·         Members with community property liens or pending Qualified Domestic Relations Orders (QDROs)

·         Safe Harbor employees or terminated employees

Members in this group may log in to NetBenefits<https://myucretirement.com/auth/sso?target=retirement-review> and use the modeling tool by entering information manually to generate a Retirement Readiness Score.

Communications & Resources

Employees may learn more about the Retirement Review on myUCretirement.com<https://myucretirement.com/resources/articles/0082>. In addition, the 2026 Retirement Review will be featured in the Summer 2026 e‑newsletter News & Insights from the UC Retirement Savings Program and on UCnet.



Please contact Fidelity Investments for Retirement Review questions at 1‑800‑558‑9182.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20260511/2113dd09/attachment.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 11254 bytes
Desc: image001.png
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20260511/2113dd09/attachment.png>