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UC benefits series workshops

To enroll in the following UC Benefits Series Workshops, please use HealthStream online enrollment.

All workshops are held in Ticon III, Room 2400.

Investing for Tomorrow's Retirement...Today!

It's your future. The University of California Retirement System (UCRS) administers three retirement savings and investment plans designed to help you achieve a future that is financially secure. Participation in at least one of these plans is mandatory and automatic for all employees. To help you understand these plans and your options, the UC Davis Health System Benefits office offers the following workshops.

UC Retirement Investment Workshop

Course 01761

UC sponsors two participant-directed plans, the DC Plan and the 403(b) Plan. This two hour workshop provides an extensive overview of these plans and how they can be used to supplement retirement income. Enrolled participants will receive personalized printouts of their current plan balances and projected future balances. Topics include: contribution limits and how those limits are calculated; rules, regulations, taxes, and penalties; investment options; investment objective and strategy, risk factor, and performance history of the UC-managed funds; suggested asset allocation strategies; and other savings and investment products available. As participation in the DC Plan is currently mandatory, we encourage all employees to take this workshop.

Section 1: Thursday

July 10, 2008

 12-1:00 p.m.

Section 2: Thursday

July 10, 2008

 1:15-2:15 p.m.
Section 1: Friday
 
Sept 5, 2008
 9-1:00 p.m.
Section 2: Friday
 
Sept 5, 2008
 10:15-11:15 a.m.
Section 3: Thursday
 
August 7, 2008
 11:00 a.m.-12:00 p.m.
Section 4: Thursday
August 7, 2008
  8-9:30 a.m.

UC Retirement Plan Workshop

Course 00834

This three hour workshop provides an extensive overview of the University of California Retirement Plan (UCRP), the basic pension plan, which provides monthly retirement income, disability benefits, survivor income, and death benefits. Membership in UCRP is automatic for most career employees. Ideally, this workshop should be taken upon becoming a member, as this will enable you to make informed decisions regarding your retirement throughout your career. Enrolled participants will receive personalized printouts of retirement income forecasts, current service credit, and current plan balances. Topics included: membership, vesting, and the effects of a break in service; how service credit is earned, what it is used for, and how to buy it back; the formulas used to calculate eligibility for benefits and the amounts paid; eligibility for health insurance; IRS codes, regulations, limitations, and penalties; and options upon leaving UC employment. This workshop is appropriate for UCRP members at any stage in their career, as well as those employees considering becoming a member.

Thursday

February 8, 2008

9 –11:30 a.m.

Tuesday

March 11, 2008

9 –11:30 a.m.

Wednesday

April 16, 2008

9 –11:30 a.m.
Thursday
 
May 1, 2008
9 –11:30 a.m.
Thursday
 
July 17, 2008
9 –11:30 a.m.
Tuesday
 
August 12, 2008
9 –11:30 a.m.
Tuesday
 
September 23, 2008
9 –11:30 a.m.
Thursday
December 11, 2008
9 –11:30 a.m.

Maternity Leave Workshop

Course 01677

This workshop provides participants with information and forms needed to prepare for a maternity leave of absence. Topics include, safe ergonomic posture, body mechanics, and chemical/radiation hazards for pregnant women in the workplace and in the home; policies, procedures, and practices regarding leaves of absence, Family Medical Leave Act (FMLA), California Pregnancy Disability Act, and California Family Rights Acts; and, procedures for applying for disability benefits, enrolling your newborn, and continuing your insurance coverage while on leave.

Thursday

February 21, 2008

9–11 a.m.

Tuesday

April 29, 2008

1–3 p.m.

Tuesday

June 3, 2008

9–11 a.m.

Wednesday

August 13, 2008

9–11 a.m.

Thursday

October 2, 2008

1–3 p.m.
Thursday
December 4, 2008
9–11 a.m.