retirement

Pre-Retirement Planning: Social Security

Event Title:
Pre-Retirement Planning: Social Security
Description:

This workshop describes how eligibility for Social Security income is established, how benefits are calculated, when Social Security income can begin and the reduction if taken prior to your full retirement age. Presenter: LaShae Gilliam-Banks, Social Security Technical Expert, Social Security Administration.
Please note: A minimum enrollment of 25 attendees is required for the Social Security workshop. The workshop is subject to cancellation if minimum requirement is not reached by January 29, 2015. Registered enrollees will be notified if the workshop is cancelled.

Start Date:
02/03/2015 - 2:30pm
End Date:
02/03/2015 - 4:00pm
Location:
Interdisciplinary Sciences Building, Room 102
Unit:
SHR/Benefits
Contact:
Marianne McIvor, memcvior@ucsc.edu 459-3993

 

UC Retirement System (UCRS): Beyond the Basics

Event Title:
UC Retirement System (UCRS): Beyond the Basics
Description:

Provides a detailed examination of the UC Retirement Plan (UCRP) including tools to calculate your retirement income and the decisions you should be prepared to make at retirement. The presentation will also cover distributions from CAP and the UC Retirement Savings Programs; health and welfare benefits available in retirement and coordination with Medicare. This presentation in intended for employees who have attended Introduction to the UC Retirement System (UCRS), or have a basic understanding of UCRS including the terms service credit, vesting, age factor, highest average plan compensation (HAPC) and covered compensation. Presenter: Marianne McIvor, UCSC Benefits Office

Start Date:
09/19/2014 - 12:00pm
End Date:
09/19/2014 - 1:00pm
Location:
1201 Shaffer Rd., SHR Conference Room 171
Unit:
SHR/Benefits
Contact:
Marianne McIvor, memcvior@ucsc.edu 459-3993