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AI-generated content may be incorrect."></span><b><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></b></p>
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<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif">October 29, 2026</span></b><b><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></b></p>
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<p class="MsoNormal" style="margin-bottom:0in;line-height:150%"><span lang="EN" style="font-size:11.0pt;line-height:150%;font-family:"Arial",sans-serif">To:
<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;line-height:150%"><span lang="EN" style="font-size:11.0pt;line-height:150%;font-family:"Arial",sans-serif">Department Benefits Representatives (DBRs)<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;line-height:150%"><span lang="EN" style="font-size:11.0pt;line-height:150%;font-family:"Arial",sans-serif">From:
<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;line-height:150%"><span lang="EN" style="font-size:11.0pt;line-height:150%;font-family:"Arial",sans-serif">Central HR Benefits Office on behalf of UC Office of the President<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;line-height:150%"><span lang="EN" style="font-size:11.0pt;line-height:150%;font-family:"Arial",sans-serif">Re:
<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;line-height:150%"><b><span style="font-size:11.0pt;line-height:150%;font-family:"Arial",sans-serif">Alert: Suspicious Retirement Counseling Solicitations</span></b><span style="font-size:11.0pt;line-height:150%;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:black">DBRs, please share this information via your internal listserv.
<b><u>Please do not reply to this email</u></b>. Please send a separate email with questions to
</span><a href="mailto:benefits@ucr.edu"><span style="font-size:11.0pt;font-family:"Arial",sans-serif">benefits@ucr.edu</span></a><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:black">.<o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span lang="EN" style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:115%">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.<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:115%"><b>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</b>. 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.<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:115%"><b>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.</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:115%">To help employees recognize suspicious solicitations to better protect themselves, please review the following guidance made available through the following channels:<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoNormal" style="margin-bottom:8.0pt;line-height:115%;mso-list:l2 level1 lfo3">
<b>An article on myUCretirement.com:</b> <i><a href="https://myucretirement.com/resources/articles/0014" target="_blank"><span style="font-style:normal">Alert: Be Careful About Financial Advisor Solicitations</span></a></i><o:p></o:p></li><li class="MsoNormal" style="margin-bottom:8.0pt;line-height:115%;mso-list:l2 level1 lfo3">
<b>An article on UCnet:</b> <i><a href="https://ucnet.universityofcalifornia.edu/employee-news/be-careful-about-financial-adviser-solicitations-3/" target="_blank"><span style="font-style:normal">Watch Out, Scammers Are Targeting Your UC Retirement Savings</span></a></i><o:p></o:p></li><li class="MsoNormal" style="margin-bottom:8.0pt;line-height:115%;mso-list:l2 level1 lfo3">
<b>An alert about financial adviser solicitations</b> in the Q4 edition of the e-newsletter,
<i>News & Insights from the UC Retirement Savings Program</i><o:p></o:p></li></ol>
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