This workshop provides an overview of the UCRS, including the University's defined benefit retirement plan (UCRP); Capital Accumulation Provision (CAP); Defined Contribution Plan (DC Plan), both pre-tax and after-tax; and the voluntary tax-deferred 403(b) and 457(b) plans. The presentation will demystify the terms service credit, vesting, age factor, highest average plan compensation (HAPC) and covered compensation. Presenter: Marianne McIvor, UCSC Benefits Office

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