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Pre-Retirement Planning Workshop Series

Mon, 01/13/2020 - 12:00
Human Resources Benefits Team
January 13, 2020

Whether you’re a long-term employee or just getting started in your career, it’s important to take an active role in planning for a secure retirement. UC offers education and counseling to support you along the way — all available at no cost to you. The UCR Human Resources Office is sponsoring a Pre-Retirement Planning Workshop Series open to all UCR faculty, staff and retirees to provide information about resources and steps you will need to take in order to plan for your retirement from UC.

Preparing for Retirement
Thursday, January 16, 2020 | 1:00 - 4:00 p.m. | CHASS INTS 1128

Meet retirement counselors from the UC Retirement Administration Service Center as they explain your UC retirement benefits and eligibility rules for retiree health, describe the steps you need to take when you're ready to retire and answer your questions.

To register for this course, please visit the UC Learning Center (LMS).

Print and post the Preparing for Retirement flyer.


Fundamentals of Retirement Income Planning
Thursday, January 23, 2020 | 12:00 - 1:00 p.m | CHASS INTS 1113

The UCR Human Resources Benefits office is hosting a Fundamentals of Retirement Income Planning Workshop. This informative and educational workshop will include retirement experts who will be on hand to present information about the UC retirement process and resources for preparing for retirement.

Topic discussed will explore the following:

  • Introduction to key concepts
  • Consideration and resources for determining when you are ready to retire
  • Four-step approach to creating a retirement income plan

To register for this course, please visit the Fidelity Investment registration webpage.

Print and post the Fundamentals of Retirement Income Planning Workshop flyer.


Basics of When and How to Claim Social Security
Thursday, January 30, 2020 | 10:00 - 11:00 a.m. | CHASS INTS 1113

The UCR Human Resources Benefits Office is hosting a Social Security Workshop. This informative and educational workshop will include Social Security Consultant experts who will be on hand to present information about the Basics of When and How to Claim Social Security.

Topics discussed will include the following:

  • How the Social Security system works
  • Social Security benefits
  • What to consider when claiming your benefits

To register for this course, please visit send an email to benefits@ucr.edu.

Print and post the Basics of When and How to Claim Social Security flyer.


Medicare Workshop
Thursday, January 30, 2020 | 11:00 a.m. - 1:30 p.m. | CHASS INTS 1113

The UCR Human Resources Benefits Office is hosting a Medicare Workshop. This informative and educational workshop will include Medicare Consultant experts who will be on hand to present information about Medicare.

The following topics will be included in the workshop:

  • How UC retiree health coverage coordinates with medicare
  • Eligibility requirements
  • Explanation of Medicare Parts A, B, C and D
  • Continuing to work when you are Medicare eligible
  • What are the differences between employee, retiree and UC health coverage plans

To register for this course, please visit the UC Learning Center (LMS).

Print and post the Medicare Workshop flyer.


Pre-Retirement Planning Workshop
Wednesday, February 5, 2020 | 10:30 a.m. - 1:00 p.m. | CHASS INTS 1113

The UCR Benefits office will be providing an overview of the pre-retirement process including reviewing a checklist of items require to be prepared to retire.

The following will be discussed:

  • Forecast your best date for retirement
  • See an estimate of your retirement benefits at different age scenarios (income planning)
  • Review the 3-step retirement process from start to finish
  • Obtain estimates and review the eligibility for continuing retiree health benefits
  • Discuss the UC Medicare coordination process
  • Obtain information on the benefits of joining the UCR Emeriti and Retirees' Associations
  • How to navigate the process through the Retirement Administration Service Center (RASC)

To register for this course, please visit the UC Learning Center (LMS).

Print and post the Pre-Retirement Planning Workshop.