2013
Former employees may claim retirement savings funds
[May 22, 2013]
Cost-of-living adjustments announced
[April 29, 2013]
New retirement estimator lets you model retirement scenarios
[April 23, 2013]
Face-to-face financial planning consultation available
[March 19, 2013]
Are you ready for retirement? Check your Retirement Readiness score
[February 19, 2013]
UCRP service credit buyback may enable some to retain retiree health eligibility under current rules
[February 19, 2013]
UC to simplify retirement savings investment fund menu
[January 22, 2013]
2012
Expanded personal retirement estimates available by signing in to At Your Service Online
[November 29, 2012]
Annual Contribution Limits for 403(b) and 457(b) Plans Increasing in 2013
[November 15, 2012]
2012 MRDs to be issued Dec. 14
[November 28, 2012]
UC Makes Changes to ICC Fund
[April 23, 2012]
2009
Notice Regarding Direct Deposits to Foreign Banks
[December 2, 2009]
VSP to Take Over Administration of Retiree Vision Coverage
Vision Service Plan (VSP) will be taking over the administration of vision benefits for those retirees enrolled in vision coverage, effective July 1. This means that customer service, enrollment and billing will be handled by VSP.
[May 27, 2009]
Economic Stimulus Bill Brings Tax Changes Affecting Retirement Benefit Checks
The American Recovery and Reinvestment Act of 2009 ("Recovery Act"), which was signed into law on February 17, 2009, includes changes in income tax withholding and other items that may affect retirement benefit checks.
[April 1, 2009]
Academic Senate Position Paper: "Market Turmoil and the UCRP Lump Sum Cashout
The UC Faculty Welfare Committee has issued a position paper about Market Turmoil and the UCRP Lump Sum Cashout. For other reports and recommendations by the Academic Senate, visit its website.
[February 25, 2009]
Retirement Update Coming for UCRP Members
[February 11, 2009]
New Policy for Re-employment of UC Retirees Now Effective
To ensure the effectiveness of the University of California's practices regarding the reemployment of retirees, the University has enacted a new policy for retired UC employees who return to UC in staff or Senior Management Group (SMG) positions.
[February 6, 2009]
Minimum Required Distributions for UC Retirement Savings Program Suspended for 2009
A new federal law suspends for 2009 the Internal Revenue Service regulation governing Minimum Required Distributions (MRDs) from certain retirement accounts, including accounts in UC's 403(b) Plan, 457(b) Plan, and DC Plan.
[February 2, 2009]
UCRP 2010 Contribution Restart Proposed
UC Regents will consider a plan to set the employee and employer contribution rates to the UC Retirement Plan at their Feb. 5 meeting. Under the proposal, contributions would begin April 15, 2010.
[January 28, 2009]
Investment Strategy Workshop for Retirees
UC is sponsoring a workshop for retirees - "Determining Your Investment Strategy" -at various locations this winter. The workshop is conducted by Fidelity Retirement Services. See the description of the workshop and the schedule of sessions.
[January 5, 2009]
2008
Get Your Retirement Savings Program Statements Online
[December 16, 2008]
New Investment Options Added to UC Retirement Savings Program
[November 26, 2008]
A message from
President Yudof regarding the UC Retirement Plan
[November 10, 2008]
2009 Annual Contribution Limits for 403(b) and 457(b) Plans Announced
[October 27, 2008]
Information
on UCRP and Current Financial Crisis
Many employees and retirees are wondering about the effects
of the recent volatility in the financial markets on their UC Retirement
Plan (UCRP) benefits and the UC Retirement Savings Program.
[October 3, 2008]
Update
Regarding Restart of Contributions to UCRP
[September 12, 2008]
UC Retirement System Adds
Roth IRA Rollover Option
The University has expanded the options available in the
UC Retirement System by permitting rollover of qualified funds into
a Roth IRA.
[June 9, 2008]
FITSCo
is Now Fidelity Retirement Services
On April 1, FITSCo changed its name to Fidelity Retirement
Services. The new name better reflects the services provided by UC’s
master recordkeeper.
[April 1, 2008]
UCRP Asset
Transfer to LLNS Defined Benefit Plan Completed April 1
[April 1, 2008]
UCRP Asset Transfer to LLNS
Defined Benefit Plan On Regents' Agenda
[January 8, 2008]
2007
Retiring
Overseas
Many retirees have settled in various parts of
the globe, from Australia to India to the United Kingdom,
where life ranges from laid-back in the countryside to
busy in the big city.
[July 27, 2007]
Information
about UCRP (Brochure)
[July 10, 2007]
UCRS Advisory Board Election Results
Tricia M. Hiemstra, a 22-year UC staff employee who currently
serves at UC Santa Barbara as benefits manager, and John
R. Sandbrook, a 34-year UCLA staff employee who currently
serves there as executive officer to the administrative vice
chancellor, have been elected to the UCRS Advisory Board.
For more information, visit the election
website. [June 29, 2007]
UCRS Advisory Board Voting
Ends June 22
Reminder: You have until next Friday (June 22, 5:00 p.m.)
to cast your vote for two members of the UCRS Advisory Board.
[June 14, 2007]
2007 UCRS Advisory Board Candidates
Announced
[May 14, 2007]
Nomination Applications for
UCRS Advisory Board Election Now Being Accepted
Nomination applications are invited through May 4, 2007
for an election to be conducted May 29 to June 22, 2007 to
select two employees who are not members of the Academic
Senate to the University of California Retirement System
(UCRS) Advisory Board. [March 21, 2007]
UCRP Asset Transfer
to LANS Defined Benefit Plan on Regents' Agenda
As part of the closeout of the University of California’s contract
with the Department of Energy to manage Los Alamos National Laboratory,
UC will seek Regents’ authorization to enter into two agreements
with the Department of Energy (DOE) /National Nuclear Security Administration
(NNSA) regarding the transfer of University of California Retirement
Plan (UCRP) assets and liabilities.
[March 12, 2007]
Livermore
Lab Adds Contract Transition Website for Retirees
Information for retirees about the Lawrence Livermore
National Laboratory (LLNL) contract transition is now available online.
[January 26, 2007]
2006
Emerti
and Retiree Associations Support Restart of UCRP Contributions [PDF]
[December 19, 2006]
UC Seeks
State Funding to Match Employee UCRP Contributions
At their November meeting, UC Regents were presented a state
budget proposal for 2007–08 that included a request for funding
that would allow UC to match employee contribution levels to the
UC Retirement Plan (UCRP) when contributions to the plan are reinstated.
[November 15, 2006]
2007
Annual Contribution Limits for 403(b) and 457(b) Plans Set
Employees who wish to maximize their contributions to the
UC Retirement Savings Program's Tax-Deferred 403(b) and/or 457(b)
Deferred Compensation Plans may want to increase contributions for
2007 based on new contribution limits. [October 24, 2006]
Update,
Action Item Regarding UCRP Asset Transfer to LANS Plan on Regents'
Agenda
As part of the implementation of the new management and operations
contract at LANL (which became effective June 1, 2006) and consistent
with the requirement set forth in the University's contract with
the Department of Energy, UC is required to transfer University of
California Retirement Plan (UCRP) assets at a rate sufficient to
meet the cash flow requirements of the Los Alamos National Security
LLC defined benefit plan (LANS Plan). [September 18, 2006]
Fact sheet
Protecting
Employee Pension Benefits: Update Regarding Restart of Contributions
to UCRP
As part of their ongoing efforts to protect future employee
pension benefits and ensure the long-term health of the UC Retirement
Plan (UCRP), the UC Regents have decided that contributions from
both the university and employees will need to be reinstated, beginning
as early as July 1, 2007. [July 21, 2006]
Regents
Continue Planning Process on UCRP Contribution Schedule
At their May meeting, The UC Regents continued their
discussions about how to ensure the long-term financial health
of the UC Retirement Plan (UCRP), including the eventual
restart of contributions by both UC and UCRP members. [June
20, 2006]
Regents
Take No Action on UCRP Contribution Schedule
Citing the need for more consultation and analysis, as
well as the UC budget process, the UC Regents at their May
18 meeting took no action on a specific schedule to reinstate
contributions to the UC Retirement Plan (UCRP). [May
19, 2006]
The
Future of UC Retirement Plan
Letter to Employees:
March Regents Item Regarding UC Retirement Plan [PDF]
[March 9, 2006]
Revised 403(b)
Plan Summary Plan Description Available
A revised 403(b) Plan
Summary Plan Description is now available. The revised publication
reflects service enhancements that were implemented as part of the
transition to a new recordkeeping arrangement with Fidelity Investments
Tax-Exempt Services Company (FITSCO).
[January 12, 2006]
2005
Tax Rules
Issued for Health Plan Coverage for Non-tax Dependent
Children
Beginning in January, faculty and staff will need to notify
the University if they have UC health plan coverage for
natural or adopted children who do not qualify as tax dependents
under IRS rules. [November 22, 2005]
2006
Annual Contribution Limits for 403(b) and 457(b) Plans Set
Employees who wish to maximize their contributions to the
UC Retirement Savings Program's Tax-Deferred 403(b) and/or 475(b)
Deferred Compensation Plans may want to increase contributions for
2006 based on new contribution limits. [November 15, 2005]
Transition
to FITSCo Now in Process
The process of transferring account records for the UC Retirement
Savings Program (Defined Contribution and Tax-Deferred 403(b) Plans)
to Fidelity Investments Tax-Exempt Services Company (FITSCo) has
begun and will continue through mid-July. [June 28, 2005]
Important Information
about the UC Retirement Savings Program
[May 3, 2005]
Information about the new services provider for DC and 403(b)
plans
Here is the text of the February/March newsletter
article about the transition of participant account and recordkeeping
services for the Defined Contribution Plan and Tax-Deferred 403(b)
Plan to Fidelity Investments Tax-Exempt Services Company, and a set
of Questions and Answers about
the article information. [March 3, 2005]
New 457(b)
Plan Enrollment and Change Deadlines
UC 457(b) Deferred Compensation Plan enrollments and changes
must be completed before the end of the last business day of any
given month to take effect with the next month's earnings. [January
28, 2005]
2004
UCRS
Begins Campaign to Locate "Lost" Participants
UCRS has launched a project to obtain current address information
for some former employees with money remaining in the Defined
Contribution Plan and/or the Tax-Deferred 403(b) Plan.
[December 21, 2004]
Deadline
for UCRP Service Credit Allocation Program for Unit 18
The 2003 Unit 18 Non-Senate Instructional Unit contract includes
provisions for granting University of California Retirement Plan
(UCRP) service credit to eligible NSI appointees to recognize qualified
past periods of work at UC in temporary positions, which were excluded
from UCRP membership. [October 28, 2004]
UC Selects
Fidelity to Administer New 457(b) Plan
At the July 14-15 Board of Regents meeting, the University
of California announced that it has selected Fidelity Investments
Tax-Exempt Services Company to provide record keeping and investment
education services for its new 457(b) tax-deferred savings plan.
[July 20, 2004]
Newly revised
UCRS Summary Plan Descriptions Available
[July 19, 2004]
New Investment
Options Available in April
Two new UC-managed investment options will be available to
participants in the UCRS Defined Contribution Plan (DC Plan) and
Tax-Deferred 403(b) Plan beginning in April: the TIPS (Treasury Inflation-Protected
Securities) Fund and the Balanced Growth Fund (replacing the Multi-Asset
Fund). [March 1, 2004]
UCRS Soliciting
Bids
UC Human Resources and Benefits, in partnership with the
Office of the Treasurer, is soliciting bids from firms that offer
record keeping and investment education services, in connection with
the possible addition of a new 457(b) deferred compensation plan.
[February 23, 2004]
2003
403(b)
Plan Contribution Limits To Increase in 2004
For 2004, contribution limits for the Tax-Deferred 403(b)
Plan are increasing. [December 16, 2003]
Mutual Funds
Press coverage of the Securities and Exchange Commission's
scrutiny of the mutual fund industry has prompted questions regarding
the safety and reliability of retirement related investments. [November
12, 2003]
UCRP COLA for July 1,
2003
[July 10, 2003]
Retirement Investment
Funds Booklet
An updated version of the UC Treasurer's "Retirement Investment
Funds" booklet is now available on the Treasurer's Office website.
[April 24, 2003]
UCRS Semi-Annual
Account Statement Mailing for December 31, 2002
[February 28, 2003]
2003 Insurance Company
Contract (ICC) Fund
The Treasurer's Office has negotiated three new contracts
for the ICC Fund for the 2003 calendar year. [February 11, 2003]
2002
Annual Financial Reports for the Year Ended June
30, 2002, are Now Available for UCRP and
the DC and
403(b) Plans
[December 10, 2002]
Equity
Management Changes in the Treasurer's Office
The UC Treasurer's Office is implementing a new equity strategy
to improve investment performance for UCRP and the UC-managed funds
that have equity holdings. [November 27, 2002]
UCRP
Service Credit Allocation Program for Academic Appointees Ends
December 31, 2002
[November 19, 2002]
Regents'
Approve Additional Retirement Funds
In an effort to mitigate disappointing 2002-03 salary increases
due to limited state funding, University of California Regents today
(Nov. 14) approved additional retirement funds for eligible UC employees
by way of a special retirement account. [November 14, 2002]
UCRS Performance Information Presented to the Regents' Committee
on Investments by Treasurer David H. Russ on October 29, 2002
[October 31, 2002]
UCRS Performance Information Presented to the Regents' by
Treasurer David H. Russ on September 18, 2002
[September 18, 2002]
UCRP Survivor Benefits
for Domestic Partners
Effective July 1, 2002, the University of California Retirement
Plan (UCRP ) was amended to provide monthly survivor benefits to
eligible same-sex and opposite-sex domestic partners of UCRP members—and,
in certain circumstances, to a partner's qualified children. [August
27, 2002]
Reminder to Academic
Appointees—UCRP Service Credit Allocation
The Regents approved the University of California Retirement
Plan (UCRP) Service Credit Allocation program to provide service
credit to certain eligible UCRP members in recognition of past time
worked in temporary positions. [August 19, 2002]
UCRS Semi-Annual
Account Statement Mailing for 6/30/02
The UCRS Semi-Annual Account Statements for the six-month
period ending June 30, 2002, are currently being mailed to all active
and inactive UC Plan participants. [August 16, 2002]
Worldcom
Exposure in the UC Regents Portfolio
[June 28, 2002]
403(b) Plan
Loans—New Online Application
Eligible employees of the University of California can now
apply for a Tax-Deferred 403(b) Plan Loan online at the UCbencom
website. [June 7, 2002]
Treasurer's
Office Website—New Information
The new booklet "Retirement Investment Funds" is now available
on the Treasurer's Office
website. [May 31, 2002]
Concurrent Retirement
from UCRP and STRS
[May 23, 2002]
Benefits for UC-PERS
Plan Retirees
[May 23, 2002]
Governor Davis
Signs State Tax Legislation
Read this for information about California legislation
that now conforms to current federal tax laws. [May
15, 2002]
Capital Accumulation
Provision II (CAP II)
In an effort to mitigate this year's decline in state
revenues and reduced state funding for 2001-2002 salary increases,
The UC Regents approved the Capital Accumulation Provision
II (CAP II). [May
15, 2002]
Amended
Enron Lawsuit Adds Banks, Law Firms
[April 8, 2002]
Special Tax Notice
for Plan Distributions
[April 8, 2002]
Rollover Factsheet
[March 15, 2002]
University of
California Named Lead Plaintiff in Enron Class Action Suit
The United States District Court today (Feb.15) named the
University of California as lead plaintiff in the shareholders' class
action lawsuit against senior executives of the Enron Corporation
and the accounting firm of Arthur Andersen LLP. [February 15, 2002]
Update on UC's
Enron Investments and Lawsuit
On December 21, 2001, the University of California joined
a class-action lawsuit against 29 senior executives of Enron
Corporation and its accounting firm, Arthur Andersen. [February
6, 2002]
2002 Insurance Company
Contract
The Treasurer's Office has negotiated two new contracts
for the ICC Funds for 2002. [January
29, 2002]
New Tax Provisions
for Retirement Plan Contribution Limits and Distributions
[January 17, 2002]
2001
University
of California Joins Federal Class Action Suit Against
Senior Enron Management
[December 21, 2001]
403(b) Plan Maximum Annual Contribution for 2002
Read the letter for details
on the maximum contribution for 2002. The 2002
Catch-up Provision Worksheet is also available. [December 21,
2001]
One-time
UCRP Service Credit Allocation Reminder for Staff, Preview for
Academics
The Regents recently approved a program to provide University
of California Retirement Plan (UCRP) service credit to certain eligible
UCRP members in recognition of past time worked in temporary positions.
[November 28, 2001]
UC Regents Approve
Systemwide Supplemental Funds Program to Help Boost Modest Employee
Salary Increases
[November 16, 2001]
UCRP Service Credit
Allocation Program
This booklet provides the qualification requirements and
the process for certain UCRP members to apply for a one or two year
allocation of UCRP service credit for prior temporary service, or
appeal their allocations for additional service credit. [November
1, 2001]
UCRP Service Credit
Allocation Program Appeal Worksheet
If you have received an allocation under the UCRP Service
Credit Allocation Program, this worksheet helps you estimate how
much UCRP service credit you might receive if you submit an appeal.
[November 1, 2001]
2002 Social Security Changes
Read this Social
Security News Release about changes in 2002, including the annual
Cost-of-Living Adjustment. [October 22, 2001]
UC Proposes
Special Retirement Savings Option
University administrators will be presenting to UC Regents
on November 14-15 a proposal that would give eligible employees additional
personal funds by way of a special retirement account. [October 12,
2001]
UC Regents Name
New Treasurer
The Regents unanimously approved selection of David H. Russ
as new Treasurer. [April 4, 2001]
UCRS Advisory
Board Election Results!
Anne C. Fink, Benefits and Financial Consultant, at the University
of California Irvine, has been elected to the non-Academic Senate
seat of the University of California Retirement System (UCRS) Advisory
Board. [April 4, 2001]
Additional
Statements for Advisory Board Candidates
[March 6, 2001]
UCRS Advisory
Board Election Begins on March 1
Voting in the UCRS Advisory Board election begins on March
1 at 8:00 a.m. and ends on March 31, 2001, at midnight. [February
27, 2001]
Semi-Annual Account
Statements
Account statements for the period 7/1/00—12/31/00 were mailed
last week to anyone with a balance in UCRP, the DC Plan, and/or the
403(b) Plan. [February 27, 2001]
Rules of Campaign
Conduct—UCRS Advisory Board Election
[February 6, 2001]
UCRS Advisory Board
Election 2001
[February 5, 2001]
Candidate Statements—UCRS
Advisory Board Election
The following are the candidates' statements in conjunction
with the UCRS Advisory Board election which begins on March 1 and
ends on March 31. [February 2, 2001]
Retirement Investment
Funds Brochure
[February 1, 2001]
2001 Insurance Company
Contract
The Treasurer's Office has negotiated a new contract for
the ICC Fund for 2001. [February 1, 2001]
UCRP Cost-of-Living
Adjustment
[January 29, 2001]
The Regents recently approved an ad hoc cost-of-living adjustment
for certain annuitants.
Regents Approve
Retirement Plan Improvements
In an effort to reward current employees and further enhance
the university's competitive position in recruiting future employees,
the UC Board of Regents today (Jan. 18). [January 18, 2001]
UC Investments
to Remain Tobacco-free
The University of California Board of Regents reaffirmed
its practice of not investing in tobacco-related stocks today (Jan.
18). [January 18, 2001]
2000
Call
for UCRS Advisory Board Candidates
Employees who are active members of UCRP but not members
of the Academic Senate are invited to run for election
to the UCRS Advisory Board. [December 1, 2000]
Semi-Annual Account
Statements
Account statements for the period 1/1/00—6/30/00 are being mailed
this week to anyone with a balance in UCRP, the DC Plan, and/or the
403(b) Plan. [August 24, 2000]
2000 UCRS Summary
Plan Description Booklet
[August 15, 2000]
Regents' Letter
Addresses Asset Allocation Strategy
[August 15, 2000]
Social Security
Earnings Test Eliminated
If you are between ages 65 and 70, you can work and still
receive your full Social Security retirement benefits. [June 28,
2000]
Transfer Your UC-managed
Fund Balances Online!
If you're a participant in UC's 403(b) Plan or DC Plan, you
can now transfer your UC-managed fund balances without the bother
of submitting paper forms. [June 22, 2000]
UCRS Advisory Board
Election
The UCRS Advisory Board election has been postponed. [June
2, 2000]
Revised Asset
Allocation Plan
[May 8, 2000]
UCRP Re-Examines
Retirement Benefits—Update
Additional information about possible improvements to the
UCRP retirement age factors. [May 4, 2000]
Call For UCRS Advisory
Board Candidates
Employees who are active members of UCRP but not members
of the Academic Senate are invited to run for election to the UCRS
Advisory Board. [May 4, 2000]
UCRP Service
Credit Buyback Deadline
Following is clarification on the UCRP buyback deadline of
July 1, 2000. [April 11, 2000]
UCRP Retirement
Benefits—Update
Many employees are interested in reading about possible UCRP
retirement benefit enhancements. [March 10, 2000]
Semi-Annual Account
Statements
Account statements for the period 7/1/99—12/31/99 are being
mailed this week to anyone with a balance in UCRP, the DC Plan, and/or
the 403(b) Plan. [February 21, 2000]
Interested in
Service Credit Buyback?
The window is closing soon. Check here for important deadlines.
[February 16, 2000]
Insurance Company
Contract Rate for 2000
The UC Treasurer's Office has negotiated two new contracts
for the Insurance Company Contract (ICC) Fund for 2000. [February
4, 2000]
Check your UCRS
Account Balances Online!
Good news! You can now view your own account balances in
the UCRS plans online. [February 2, 2000]
UCRP Examines
Retirement Benefits
[February 1, 2000]
1999
403(b)
Plan Maximum Annual Contributions—2000
The Tax Reform Act limit on contributions to the 403(b)
Plan has increased. [November 24, 1999]
Maximum Annual Contribution
for the 403(b) Plan
The deadline is approaching for appealing the amount of your
1999 maximum annual contribution foor the 403(b) Plan, or to elect
an alternative contribution limit. [September 14, 1999]
Printing Error:
Semi-Annual Account Statements
Due to a printing error, some of the recently mailed Semi-Annual
Account Statements are incorrect and are being reprinted. [September
8, 1999]
UCRP Buyback Materials
Updated
Effective July 1, 2000, UCRP service credit buyback will
be available to active members only for a limited time (within a
3-year window after the member returns to UC employment). Recently
updated information is available. [August 23, 1999]
Semi-Annual Account
Statements
Account statements for the period 1/1/99—6/30/99 will be mailed
toward the end of August. [August 20, 1999]
New Distribution
Line
On July 26, 1999, participants can use a new feature on UC's
interactive telephone service, bencom.fone, to request distributions
from their DC Plan and Tax-Deferred 403(b) Plan accounts. [July 26,
1999]
Proposed CalPERS
Benefit Improvements
UC employees and retirees who are members of the California
Public Employees Retirement System (CalPERS) may be interested in
CalPERS' proposed benefit improvements. [July 19, 1999]
UCRP COLA for July
1, 1999
Read about the 7/1/99 cost-of-living (COLA) adjustment for
UCRP retirees. [July 12, 1999]
UCRS Board Election
Results
Lori C. Stein, Assistant Director, Humanities, at the University
of California Los Angeles, has been elected to the non-Academic Senate
seat of the UCRS Board. [July 12, 1999]
New Expanded Benefit
Estimator
An expanded UC Retirement
Plan benefit estimator is now available on UCbencom. [June 15,
1999]
bencom.fone Enrollment
Line
Read about the new, convenient way to enroll in or make changes
to your account in UC's 403(b) and DC plans. [April 30, 1999]
Tax Verification
Requests
Tax Verification Requests are being mailed this week to UC
employees and annuitants. [March 25, 1999]
1998 Income Tax
Returns and Pretax Transportation Program
If you participated in UC's Pretax Transportation Program
in 1998, read this important information about your 1998 income tax
return. [March 16, 1999]
Semi-Annual Account
Statements
Account statements for the period 7/1/98—12/31/98 are being
mailed over the next two weeks. [February 23, 1999]
Fidelity Growth
and Income II Portfolio
Fidelity's newest mutual fund is now available to UC 403(b)
and DC Plan participants. [February 4, 1999]
Calvert Group
Update
Read about important changes at Calvert. [January 15, 1999]
Fidelity's Stages Magazine
Fidelity is changing the way it distributes its quarterly
magazine. [January 12, 1999]
1998
Fidelity
Adds New 401(k), 403(b) Phone Technology, Making Funds
Exchanges as Easy as Talking
Fidelity Investments is putting the final touches on enhancements
to its telephone voice response units that will make investment
exchanges for investors in 403(b) and 401(k) plans as easy
as speaking the name of the fund option. [November 13,
1998]
Fidelity Investments'
NetBenefits
Read about Fidelity's new online transaction feature. [July
31, 1998]
FICA Tax Exemption
for UC Student Employees
[May 15, 1998]
Fidelity Investments
Mutual Fund Notice
Read this notice from Fidelity that announces that no new
investors will be permitted to purchase shares of the following three
Fidelity mutual funds—Contrafund, Low-Priced Stock Fund, and
Growth and Income Portfolio. Note that the funds remain open to participants
in UC's Defined Contribution and Tax-Deferred 403(b) plans. [March
26, 1998]
Defined Contribution
Plan Annual Contribution Limit
Read about the annual contribution limit change for the Defined
Contribution Plan After-Tax Account. [January 20, 1998]
|
Home < News
Archive < Retirement
and Savings News Archive