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Faculty Retirement Planning Workshops 2021

Office of the Vice Chancellor for Academic Personnel

Members of the Academic Senate

Dear Colleagues:

In my fall quarter letter to you I indicated the many possibilities and opportunities available to Emeriti faculty, such as mentoring, teaching, serving as PI on a research grant and maintaining an active research program, chairing a dissertation committee and serving on Academic Senate committees.

My letter also mentioned our retirement planning workshops, Path Forward: Planning for Retirement and Active Engagement as Emeriti. All Senate faculty are welcome to participate. Whether you intend to retire this academic year, or in the near future, I urge you to attend.

The Path Forward Workshop series will be offered on two consecutive Friday mornings, February 19 and February 26, in a Zoom meeting format.

  • Session I: Navigating the Path toward Retirement, Friday, February 19, 2021
    This workshop begins with an overview of ensuring that your emeritus/a years will be both secure and professionally satisfying. Topics include understanding your rights and privileges as an emeritus/a professor, negotiating a Pathways to Retirement agreement that sets out your plans for up to two years prior to retirement and three years following, and coordinating your departmental agreement with UC retirement benefits and other retirement resources. Then a representative from UC/Fidelity Services will discuss financial planning and management in your retirement years. The formal program will conclude at approximately 11:30, at which time Q and A will be available.

    Session I: Click Here for Details and Registration Information
  • Session II: Planning for Retirement and Active Engagement as Emeriti, Friday, February 26, 2021
    Representatives from the Campus Human Resources Office will discuss planning for retirement and navigating the UC Retirement System. Topics will include the UC Retirement Plan (UCRP) benefit payment options; survivor benefits; continuation of health and welfare benefits into retirement; and timelines for completing the retirement process. Registrants will be provided with their unique UCRP Retirement Profiles, based on their own records of UCRS service credit. The formal program will conclude at approximately 11:30, at which time Q and A will be available.

    Session II: Click Here for Details and Registration Information

Online registration is required by February 12, 2021, or you may call (310) 825-7456.

If you have any questions, please contact Ayesha Dixon, Director, Emeriti/Retirees Relations Center, at adixon@errc.ucla.edu or (310) 825-0234.

Best Regards,

Michael S. Levine

Vice Chancellor, Academic Personnel