[UCRDBR] Alert: Suspicious Retirement Counseling Solicitations

[Departmental Benefits Representatives]

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October 29, 2026
To:
Department Benefits Representatives (DBRs)
From:
Central HR Benefits Office on behalf of UC Office of the President
Re:
Alert: Suspicious Retirement Counseling Solicitations



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>.



UCOP has advised of UC employees recently raising concerns about suspicious emails and invitations, as well as unsolicited calls offering retirement counseling from "advisers" who claim to work for or with UC.
Please note UC's Retirement Administration Service Center (RASC) retirement counselors do not contact active employees unexpectedly to schedule appointments, request personal information, or pressure members to change any benefits. Additionally, Fidelity Investments is UC's exclusive provider of financial education and guidance for the plans in UC's Retirement Savings Program. Therefore, any unsolicited email from another source offering financial or investment advice should be treated as suspicious.
If members receive a suspicious email, invitation, or call, please check with campus IT security or the Central HR Benefits office before engaging or scheduling an appointment. Do not reply, click on suspicious links, or share personal information.
To help employees recognize suspicious solicitations to better protect themselves, please review the following guidance made available through the following channels:

  1.  An article on myUCretirement.com: Alert: Be Careful About Financial Advisor Solicitations<https://myucretirement.com/resources/articles/0014>
  2.  An article on UCnet: Watch Out, Scammers Are Targeting Your UC Retirement Savings<https://ucnet.universityofcalifornia.edu/employee-news/be-careful-about-financial-adviser-solicitations-3/>
  3.  An alert about financial adviser solicitations in the Q4 edition of the e-newsletter, News & Insights from the UC Retirement Savings Program







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