Notification and service guidelines coming
In mid-July, Retirement Savings Program participants will receive a notice from FITSCo announcing that the service transition is complete, and that FITSCo is available to assist you with all your account and transactional needs. The notice will include useful guidelines for accessing FITSCo phone and online systems and services.

Faculty and staff who were hired during the transition period (late May through July 1) will receive a participation kit in late July.

Contact FITSCo for service
With the transition of services to FITSCo, Retirement Savings Program participants are reminded that all account transactions and inquiries should be directed to FITSCo rather than to local UC Benefits offices or the UC Customer Service Center.

This does not apply to services for the UC Retirement Plan (UCRP), which provides pension and Capital Accumulation Provision (CAP) benefits. UC Benefits offices and Customer Service will continue to provide all UCRP services.

Service enhancements provided by FITSCo include daily valuation recordkeeping, expanded customer service hours, consolidated quarterly statements, single account access to all plans, and new online retirement planning tools.

Core Funds and other investment options
Retirement Savings Program participants can now direct their money to any of 18 UC Core Funds that are selected and monitored by the UC Office of the Treasurer. The three categories of funds – single, diversified options; primary asset class options; and specialized asset class options – are explained in the investment options booklet.

Non-Core Funds options, including Fidelity, Calvert, and a self-directed brokerage account, are also available.