Retirement planning and events
If you are thinking about retiring this coming July, we have some important resources for you as you embark on this new journey. Please find below information about upcoming webinars, retirement checklists and roadmaps, retirement counseling, medicare and returning to UC employment.
UCSB Webinars (live) - Transitioning to UC Retiree Health Insurance
Understanding retiree health insurance is important when planning your retirement. This webinar will cover the following topics:
- Who is eligible for UC retiree health insurance?
- What insurance plans are available to non-Medicare retirees?
- How do you enroll in Medicare?
- How does Medicare Coordinate with UC retiree insurance?
- What are the costs for Medicare?
Webinar Dates and Times
- April 29 (Wednesday), 9 - 10:30 a.m., via Zoom - by Janelle Mirzaei, UCSB Health Care Facilitator
- May 14 (Thursday), 1:30 - 3:00 p.m., via Zoom - by Janelle Mirzaei, UCSB HealthCare Facilitator
The webinars will be recorded and posted on our UCSB HR website if you are not able to attend. No reservations necessary.
UCOP Retirement Webinars (live & recorded)
The UC Retirement Process from Start to Finish btxy RASC
For UCRP members planning to retire within the next 4-12 months, this webinar explains everything you need to know about the retirement process, including required forms, important deadlines and helpful resources.
Retirement Planning Webinars and Recordings
UC offers retirement planning webinars on the second and fourth Tuesdays of every month from 10 a.m. - 12:30 p.m.
Retiree Health Benefits Webinars
UC offers retiree health benefits webinars the 3rd Wednesday of each month from 10 a.m. - 12 p.m.
Retirement Checklists and Roadmaps
We have some new resources on HR’s Retirement website to help guide you through the retirement process:
- Pre-retirement information and resources checklist
- Benefits retirement election preparation checklist
- Retirement roadmap brochure (pdf)
- Preparing for Retirement website
- Create a personalized retirement roadmap (signing in to MyUCRetirement.com is required)
One-on-One Retirement Counseling
If you are retiring soon and would like assistance with understanding the retirement process, you have three options for one-one-one consultations:
- Retirement Administration Service Center (RASC) - schedule a one-on-one retirement counseling appointment via My CU Retirement or call 1-800-888-8267.
- Fidelity Services - schedule an appointment with Andrew Fung or Sandy Soliman at Fidelity's website.
- UCSB Retirement Counselor - schedule an appointment with Lisa Romero, via an HR ServiceNow ticket.
Medicare Resources
Medicare is the federal health insurance program for people 65 and over, and it plays an important role in covering your health care costs as you age. Here are some resources to explain how to enroll, how it works with UC-sponsored plans, and more.
- Medicare at retirement enrollment checklist
- UCSB HR Medicare website
- Medicare FAQs
- Medicare Coordinator Program (for out of state retirees)
Returning to Work after UC Retirement
UC’s policy on returning to work after retirement applies to those who are receiving UC Retirement Plan (UCRP) monthly income and those who elected a lump sum cashout at retirement.