CAMPUS FLYER

RETIREMENT FORUMS

The UCSD Faculty and Staff Assistance Program, Benefits, and Retirement Resource Center are partnering to provide the frequently requested RETIREMENT FORUMS on campus. These forums are for employees who are planning a voluntary retirement from UCSD within one year.

The RETIREMENT FORUMS are scheduled from 12:00 to 1:30 p.m., at the UCSD Retirement Resource Center, on three occasions:

* Wednesday, March 16, 2011
* Wednesday, March 23, 2011
* Wednesday, March 30, 2011

Each forum will include:

* An informal educational presentation, followed by an interactive question and answer period.

* An opportunity to exchange ideas and share resources, and to gain support from others who are planning retirement.

The schedule of presentations is as follows:

SESSION I: MAXIMIZING YOUR RETIREMENT INCOME

Wednesday, March 16, 2011
12:00 - 1:30 p.m.
UCSD Retirement Resource Center - 400 University Center

Tuyet Le, Benefits Financial Planner, UCSD Human Resources, will address the following topics during her presentation:

* Strategies for Conserving Income
* 403(b) and 457(b) Plans: Options and Distribution Requirements
* Advice for Employees Electing the "Lump Sum Cashout"
* Q & A Session

Jeffrey Crowley, Senior Retirement Counselor, Fidelity Retirement Services, Fidelity Investments, will be present to talk to you about managing your accounts during retirement. Should you leave your funds in the 403(b) Plan and/or 457(b) Plan, roll them over into an IRA, consider a Roth IRA or an annuity? Find answers to this question and others when you attend Session I of the Retirement Forum series.

SESSION II: UNDERSTANDING THE UC RETIREMENT SYSTEM

Wednesday, March 23, 2011
12:00 - 1:30 p.m.
UCSD Retirement Resource Center - 400 University Center

Ron Lieberman, Benefits Representative, UCSD Human Resources, will address the following topics during his presentation:

* Understanding the Components of the UC Retirement System
* UCRP - A Defined Benefit Plan
* Retirement Eligibility
* Basic Retirement Income Formula
* Survivor Benefits Resources
* Q & A Session

SESSION III: THE RETIREMENT TRANSITION

Wednesday, March 30, 2011
12:00 - 1:30 p.m.
UCSD Retirement Resource Center - 400 University Center

Suzan Cioffi, Director, Retirement Resource Center, UCSD Human Resources, will address transition after retirement. In addition, a panel of three UCSD retirees will describe their post-retirement life experiences and answer questions. Ms. Cioffi will tailor her remarks to answer the following questions:

* What do I do with my life after retirement?
* How am I going to handle all the free time?

These forums will be facilitated by John Smith, LCSW, Counselor, Faculty and Staff Assistance Program, a division of UCSD Human Resources.

These presentations are free and you are welcome to attend either one, two, or three sessions. Please arrive early to ensure a seat at your desired session(s).

Register for the Retirement Forums online at:

http://www-hr.ucsd.edu/go/retirement_forums.html

For a map and directions to the UCSD Retirement Resource Center, please visit:

http://qwl.ucsd.edu/fsap_forums/images/RRC_map.gif

If you have any further questions, please contact Equilla Luke, Faculty and Staff Assistance Program, at (858) 534-5523.

The Retirement Forums will be offered again during Summer/Fall 2011.