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<p class="MsoNormal"><span style="mso-ligatures:none"><img width="159" height="60" id="_x0000_i1025" src="cid:image001.jpg@01DA715A.29D34D40"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">March 8, 2024<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<span style="font-family:"Arial",sans-serif">To:<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:3.0pt;margin-right:0in;margin-bottom:3.0pt;margin-left:0in">
<span style="font-family:"Arial",sans-serif">Department Benefits Representatives (DBRs)<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">From:<o:p></o:p></span></p>
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<td width="621" valign="top" style="width:465.55pt;padding:0in 0in 0in 0in;height:19.95pt">
<p class="MsoNormal" style="mso-margin-top-alt:3.0pt;margin-right:0in;margin-bottom:3.0pt;margin-left:0in">
<span style="font-family:"Arial",sans-serif">Central HR Benefits Office on behalf of Workplace Health and Wellness<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Re:<o:p></o:p></span></p>
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<b><span style="font-family:"Arial",sans-serif;mso-ligatures:none">Retirement Savings Program<span style="color:#1F497D"> -
</span>Return of Excess Contributions for 2023 Plan Year</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">DBRs, please share this information via your internal listserv.</span></b><span style="font-size:9.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif;mso-ligatures:none">The deadline to process and refund 2023 excess contributions to participants from the UC Tax-Deferred 403b and/or 457(b) Deferred Compensation Plan
is Monday, April 15, 2024.<span style="color:#1F497D"> <o:p></o:p></span></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif;mso-ligatures:none">The properly submitted request
<u>MUST be received by UC Retirement Savings Program by <b>Monday,</b> <b>April 1, 2024</b></u> in order for Fidelity to meet the
<b>distribution deadline of Monday, April 15, 2024. <o:p></o:p></b></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;mso-ligatures:none">Any participant who has over-contributed (exceeded the IRS limits) to either Plan must complete a
</span><b><u><span style="font-family:"Arial",sans-serif"><a href="https://hr.ucr.edu/sites/default/files/2024-03/return-of-excess-contributions-form.pdf">Return of Excess Contribution form</a>
</span></u></b><span style="font-family:"Arial",sans-serif;mso-ligatures:none"> noting the specific Plan or contact Fidelity Investments at
<b>1-866-682-7787</b> to request a </span><b><u><span style="font-family:"Arial",sans-serif"><a href="https://hr.ucr.edu/sites/default/files/2024-03/return-of-excess-contributions-form.pdf">Return of Excess Contribution form</a></span></u></b><span style="font-family:"Arial",sans-serif;mso-ligatures:none">.
The form must be fully completed, signed, enclosed with explanation and any supporting documentation, (i.e. W2 form), and then submitted to the UC Retirement Savings Program<span style="color:#1F497D">
</span>(RSP) for review, approval, and submittal to Fidelity for processing. The form, along with any attachments, should be mailed or
<b>faxed (preferred)</b> to:<i><o:p></o:p></i></span></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="mso-ligatures:none"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif;mso-ligatures:none">UC Retirement Savings Program<o:p></o:p></span></i></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif;mso-ligatures:none">P.O. Box 24570<o:p></o:p></span></i></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif;mso-ligatures:none">Oakland, CA 94623-1570<o:p></o:p></span></i></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="text-autospace:none"><b><i><span style="font-family:"Arial",sans-serif;color:black;mso-ligatures:none">SECURE</span></i></b><b><i><span style="font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none">
</span></i></b><b><i><span style="font-family:"Arial",sans-serif;mso-ligatures:none">FAX: 1-510-291-9945<o:p></o:p></span></i></b></p>
<p class="MsoNormal" style="text-autospace:none"><b><i><span style="font-size:9.0pt;color:#1F497D;mso-ligatures:none"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif;mso-ligatures:none">Please refer to the Summary Plan Document for additional details regarding rules and regulations at this link:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><a href="https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/ucrs/index.html"><span style="color:windowtext">https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/ucrs/index.html</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:14.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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