Retirement Planning Resources

UCnet Retirement Resources

UCnet Retirement Planning Handbook pdf

UCnet Thinking about retirement

UCnet preparing for retirement


UC Santa Cruz Benefits Office Retirement Resources

About the UC Santa Cruz Health Care Facilitator

The UC Santa Cruz Staff HR benefits site


Retirement Workshops and Webinars

UCnet Retirement Webinar calendar

UC Santa Cruz Pre-Retirement Planning Series

UC Santa Cruz Retirement Savings Workshops


UC Retirement Savings Programs and Fidelity

While UC is the administrator of the Retirement Savings Program, Fidelity Retirement Services provides the record keeping and account services.

UC Retirement Savings Programs


Fidelity Retirement Services (netBenefits login)


Additional Resources

List of UCnet handbooks on retirement

Information about the Pre-Retirement Planning Series

List of frequently asked questions (FAQ)

Information about UC Phased Retirement Program

Information about Employee Reduction In Time Program


Additional Resources for Faculty

Faculty contemplating retirement should consult with the Benefits Office at least three months in advance of the prospective date. It is not unreasonable to start planning retirement well in advance, several months or even years ahead of the possible date. The Benefts office can provide important information and is happy to advise Faculty so that they can make careful, well informed decisions.

In collaboration with CFW, CER and Academic Personnel Office (APO) Sponsors in Winter a pre-retirement planning workshop. At these occasions Faculty are able to ask questions of and share their concerns with Benefits experts.

After retirement emeritus faculty are sometimes recalled to service to teach courses. Although compensation is by mutual agreement there is a recommended salary scale