The following resources are tailored for mid-career faculty and staff. Whether you've planned since your first day on the job or haven't thought about it in 10 years, now is the time.

Pre-Retirement Planning Course and online presentation

Reading Materials
UC Retirement Handbook
"What To Do If You're Preparing for Retirement" overview

Financial Planning Resources
UCB Financial Wellness Workshops 
Fidelity Workshops
Fidelity One-on-One Counseling
Fidelity Retirement Review for those who may "Need to get on track"

Online Tools
Retirement Estimator
My Social Security
Fidelity financial planning tools

Health and Wellness
Set up your exercise routine now
UC Berkeley Health*Matters
UC Living Well/Optum   

Pre-retirement Planning Course

Our Pre-Retirement Planning (PRP) program guides employees through four afternoons of classes that cover everything from retirement benefits to work-life transitions and is offered twice a year in the Fall and Spring.

This program is free of charge to active faculty, academics and staff of UC Berkeley and Lawrence Berkeley National Laboratory.  Click here to find out more.

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Reading Materials

UC Retirement Handbook

You’ve had a long, successful career at UC and now you’re thinking of the next phase: retirement. The process is not difficult, but it’s important to plan ahead.

You can retire and receive UC benefits anytime after you become eligible—that is, when you have at least five years of UC Retirement Plan (UCRP) service credit and reach age 50 or 55, depending on your membership classification.

Retirement decisions are among the most important you’ll ever make. This comprehensive handbook will help you make the right choices for your future. Link to the UC Retirement Handbook


"What To Do If You're Preparing for Retirement" UC overview

One of the most important things you can do to prepare for retirement is to become familiar with the actual process for retiring from UC. Make sure to review this website that details the steps you'll take when it's time to make the leap! 

  • Decide your date
  • Know your benefits
  • Begin the application process
  • Review your finances
  • Start the election process
  • Stay involved

Learn more


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Financial Planning Resources


UC Berkeley Financial Planning Resources 

Finanical Wellness Workshops: The Tang Center offers financial workshops, including "Financial Planning: How-to's on the First Steps." Learn more 

Financial Fair:  The annual "Financial Fair for Personal Finance" is an opportunity for UC Berkeley faculty, staff, and retirees to attend workshops, learn about campus resources, and visit with campus financial vendors. Learn more

Contact: Wendy Nishikawa at (510) 642-7883, wnishikawa@berkeley.edu  


Fidelity Investments Financial Planning Resources

UC Financial Education Classes: UC offers a range of retirement planning and financial education classes to help you make the most of the UC Retirement Savings Program. View a list of classes. Learn more

One-on-One Financial Planning Consultations: At UC, you can sit down one-on-one with a Fidelity Workplace Planning & Guidance Consultant to review your plan for retirement savings and your other finances. It’s a service of the UC Retirement Savings Program, and it’s available to you at no additional cost. To arrange an appointment online: http://getguidance.fidelity.com/universityofcalifornia or call: 1-800-558-9182. Learn more: https://www.myucretirement.com/.


Fidelity Retirement Review for those who may "Need to get on track"

MEET BRIAN
Age: 47
I'm focused on saving for retirement, but my investing knowledge is fairly minimal. I want to learn how to make better investment decisions. I'm also saving for my son’s college education and trying to help my parents financially. I'm balancing all the demands on my money, but some new tips would help.

Brian's Retirement Review


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Online Tools



Click for At Your Service onlineUC "At Your Service"

Log in to the UC service portal to find your Retirement Estimator, information on the Retirement Savings Program, your personal UCRP and CAP Balances, a Leave Buyback Estimator, Investment Links, information on ScholarShare, California's 529 Plan, and more. Access "At Your Service."



Click for social security websiteSocial Security

Keep track of your earnings and verify them every year; Get an estimate of your future benefits if you are still working; Get a letter with proof of your benefits if you currently receive them and more. Learn more


Fidelity Calculators and Planning Tools

Fidelity offers a variety of online tools for active staff and faculty and retirees to help manage your assets, plan for retirement, and more! Some tools include: Take Home Pay Calculator, Retirement Quick Check, Plan Limit Calculators, Budgeting & Debt Management, and Retirement Income Planner. Access Fidelity Calculators and online tools 



Click for Fidelity websiteUC Focus on Your Future: Personalize Retirement Roadmap-
  provides a personalized snapshot of how much you can expect to receive from UC's pension plan - the UCRP - and your UC retirement savings investments when you retire.  It lets you add other retirement income such as Social Security or non-UC retirement savings to create a more accurate view of how well you're doing saving for retirement. It also allows you to model other scenarios: for example, what if you want to retire earlier or later? What if you want to change your 403(b)/457(b) plan contributions?  Link to the UC Focus on Your Future Personalize Retirement Roadmap 


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Health and Wellness

Health and Fitness in preparing for a healthy retirement- Now is the time to start an exercise routine that you can carry into your retirement. UCB Recreational Sports' WorkFit program offers a variety of classes in convenient locations at work. Certified fitness instructors will come to your site and lead regular fitness classes at a time convenient for your staff.  Link to RSF WorkFit website



Health matters websiteUC Berkeley Health*Matters
: 
UC Berkeley's Wellness Program for Faculty & Staff: providing faculty and staff with tools and skills for leading healthy lifestyles and preventing injury and illness. Access the Health Matters website; Phone: (510) 643-4646 



Living Well websiteUC Living Well
:
 UC Living Well, the university’s wellness program, provides activities and resources to help faculty, staff and retirees reach their wellness goals.  Access the UC Living Well website; Phone: 1-855-688-9775.

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