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<div class="WordSection1">
<p class="MsoNormal"><a name="_Hlk161057670"></a><a name="_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="mso-ligatures:none"><img width="197" height="75" id="Picture_x0020_4" src="cid:image001.png@01DB716B.4419C320" alt="A blue text on a black background
Description automatically generated"></span></span></a></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-size:6.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif">January 28, 2025<o:p></o:p></span></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></span></span></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="729" style="width:547.0pt;margin-left:-4.5pt;border-collapse:collapse">
<tbody>
<tr style="height:19.4pt">
<td width="103" valign="top" style="width:77.6pt;padding:0in 5.4pt 0in 5.4pt;height:19.4pt">
<p class="MsoNormal" style="mso-margin-top-alt:3.0pt;margin-right:0in;margin-bottom:3.0pt;margin-left:0in">
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif">To:<o:p></o:p></span></span></span></p>
</td>
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"></span></span>
<td width="626" valign="top" style="width:469.4pt;padding:0in 0in 0in 0in;height:19.4pt">
<p class="MsoNormal" style="mso-margin-top-alt:3.0pt;margin-right:0in;margin-bottom:3.0pt;margin-left:0in">
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif">Department Benefits Representatives (DBRs)<o:p></o:p></span></span></span></p>
</td>
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"></span></span>
</tr>
<tr style="height:19.95pt">
<td width="103" valign="top" style="width:77.6pt;padding:0in 5.4pt 0in 5.4pt;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="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif">From:<o:p></o:p></span></span></span></p>
</td>
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"></span></span>
<td width="626" valign="top" style="width:469.4pt;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="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif">Central HR Benefits Office on behalf of UC Office of the President<o:p></o:p></span></span></span></p>
</td>
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"></span></span>
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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="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif">Re:<o:p></o:p></span></span></span></p>
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<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"></span></span>
<td width="626" valign="top" style="width:469.4pt;border:none;border-bottom:solid windowtext 1.0pt;padding:0in 0in 0in 0in;height:22.55pt">
<p class="MsoNormal"><span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"><span style="font-family:"Arial",sans-serif;mso-ligatures:none">UC Retirement System (UCRS) Plan Document and Regulation Updates/Updated Collective Bargaining
Unit Participation in the Retirement Choice Program<o:p></o:p></span></span></span></p>
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"></span></span></td>
<span style="mso-bookmark:_Hlk161058449"><span style="mso-bookmark:_Hlk161057670"></span></span>
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<span style="mso-bookmark:_Hlk161057670"></span><span style="mso-bookmark:_Hlk161058449"></span>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">DBRs, please share this information via your internal listserv.
<u>Do not reply to this email.</u> Please<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">send a separate email with questions to
</span></b><a href="mailto:benefits@ucr.edu"><b><span style="font-family:"Arial",sans-serif">benefits@ucr.edu</span></b></a><b><span style="font-family:"Arial",sans-serif">.<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:blue"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;mso-ligatures:none">Please view the information below regarding updates to the UC pension plans documents.<o:p></o:p></span></p>
<p class="MsoNormal"><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">The plan documents for the <a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/ucrp.pdf" title="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/ucrp.pdf">University
of California Retirement Plan</a> (UCRP), the <a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/defined-contribution-plan.pdf" title="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/defined-contribution-plan.pdf">Defined
Contribution Plan</a> (DC Plan), the <a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/tax-deferred-403b.pdf" title="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/tax-deferred-403b.pdf">Tax-Deferred
403(b) Plan</a>, the <a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/457b-deferred-comp-plan.pdf" title="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/457b-deferred-comp-plan.pdf">457(b)
Deferred Compensation Plan</a>, the <a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/ucrp-regulations.pdf" title="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/ucrp-regulations.pdf">UCRP
Regulations</a>, the <a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/tax-deferred-403b-regulations.pdf" title="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/tax-deferred-403b-regulations.pdf">403(b)
Plan Regulations</a>, and the <a href="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/457b-deferred-comp-regulations.pdf" title="https://ucnet.universityofcalifornia.edu/wp-content/uploads/tools-and-services/administrators/docs/457b-deferred-comp-regulations.pdf">457(b)
Plan Regulations</a> have been updated as of July 1, 2024. Please view the <u><span style="color:#2E75B6;mso-style-textfill-fill-color:#2E75B6;mso-style-textfill-fill-alpha:100.0%"><a href="https://documents.ucr.edu/HR-Benefits/benefits-Summary-of-UCRS-Amendments.pdf" title="https://documents.ucr.edu/HR-Benefits/benefits-Summary-of-UCRS-Amendments.pdf"><span style="color:#044A91;mso-style-textfill-fill-color:#044A91;mso-style-textfill-fill-alpha:100.0%">Summary
of UCRS Amendments</span></a></span></u> listing the changes.<o:p></o:p></span></p>
<p class="MsoNormal"><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">There were no changes to the plan document for the PERS Plus 5 Plan or the 415(m) Restoration Plan, or to the r<i>egulations</i> for the DC Plan.<o:p></o:p></span></p>
<p class="MsoNormal"><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">You may find the UCRS plan documents and plan regulations on UCOP’s <i>UCnet </i>website under:<o:p></o:p></span></p>
<p class="MsoNormal"><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"><a href="https://ucnet.universityofcalifornia.edu/tools-and-services/administrators/retirement-savings-plans.html" title="https://ucnet.universityofcalifornia.edu/tools-and-services/administrators/retirement-savings-plans.html">https://ucnet.universityofcalifornia.edu/tools-and-services/administrators/retirement-savings-plans.html</a><o:p></o:p></span></p>
<p class="MsoNormal"><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">Please view this link to review the updated list of
<u><span style="color:#2E75B6;mso-style-textfill-fill-color:#2E75B6;mso-style-textfill-fill-alpha:100.0%"><a href="https://documents.ucr.edu/HR-Benefits/benefits-Collective-Bargaining-Units-Participation.pdf" title="https://documents.ucr.edu/HR-Benefits/benefits-Collective-Bargaining-Units-Participation.pdf"><span style="color:#044A91;mso-style-textfill-fill-color:#044A91;mso-style-textfill-fill-alpha:100.0%">Collective
Bargaining Units participation</span></a></span></u><span style="color:#2E75B6;mso-style-textfill-fill-color:#2E75B6;mso-style-textfill-fill-alpha:100.0%">
</span>in the Retirement Choice Program. This list can also be found in Appendix R of the UCRP and Appendix C of the DC Plan.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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