Transitioning to Retirement for Staff

The road to retirement, while filled with excitement, can sometimes be unexpectedly bumpy. “Transitioning to Retirement,” with separate sessions for UC Davis Health faculty/physicians/academics and staff, will provide valuable information and tools for developing a successful strategy for retirement. Topics will include UC pension options, retiree health benefits, Social Security and financial planning for retirement. It is recommended that participants register for the entire 3-week series, however each session is available for individual registration.

Workshop leaders will include UC Davis staff and faculty and representatives from retirement-focused organizations. “Transitioning to Retirement” is a joint project of the UC Davis Retiree Center and the Office of the Vice Provost-Academic Affairs with support from Staff Development and Professional Services.

All sessions will be held at the UC Davis Conference Center, Ballroom

Session 1: Introduction and Understanding UC Retirement Plan Income Options

This session will first provide an overview of the class series and information about retirement planning resources. The majority of the session will be an overview of the UC Retirement Plan (UCRP) by staff from the UC Retirement Administration Service Center. The UCRP provides retirees with a monthly lifetime pension or a lump-sum payout upon retirement. UCRP topics will include estimating your retirement income and determining options for survivor benefits.

Instructor:

Becky Heard
Retirement Administrative Services Center Benefits Representative

Date | Time | Location

January 10, 2018
9:00-12:00
UC Davis Conference Center Ballroom

Register Button

Session 2: Retiree Health Care Benefits and Social Security

The first part of this two-part session will cover a variety of topics regarding retiree health benefits including eligibility for retiree health care benefits, an overview of benefits that continue into retirement, the cost of those benefits, relocation impacts on health benefits and coordination of the UC retiree health care plans with Medicare.

The second part of this workshop will provide an overview of Social Security benefits and programs, including retirement, survivors, disability, and auxiliary benefits. The program will include some background and history of Social Security as well as some new features of the Social Security website.

Instructor:

Spencer Richards
Guerren Solbach

Date | Time | Location

January 17, 2018
9:00-12:00
UC Davis Conference Center Ballroom

Register Button

Session 3: Financial Planning for Retirement

Learn to avoid the five major risks that result from not preparing a retirement income plan—withdrawal (spending too much too soon), inflation, longevity (outliving one’s savings), medical (underestimating medical expenses), and asset allocation (having the wrong investment mix). The instructor will also review robust online planning tools that can help insure that you do not outlive your assets.

Instructor:

Spencer Richards

Date | Time | Location

January 24, 2018
9:00-12:00
UC Davis Conference Center Ballroom

Register Button